Benchmark Comparison Data · vs NIFTY MIDCAP 150
Benchmark Comparison Data
vs NIFTY MIDCAP 150
JM Mid Cap Fund Direct · Growth
Fund vs NIFTY MIDCAP 150
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +3.95 | 1.02 | 103.6% | 100.1% | 8.9% | 5.0% |
| 3 Years | +4.16 | 0.99 | 101.2% | 97.5% | 22.8% | 18.7% |
| 5 Years | +3.34 | 0.99 | 101.4% | 97.0% | 17.2% | 13.9% |
| 7 Years | +2.27 | 0.99 | 101.4% | 97.0% | 12.0% | 9.8% |
| 10 Years | +1.50 | 0.99 | 101.4% | 97.0% | 8.2% | 6.7% |
| 12 Years | +1.22 | 0.99 | 101.4% | 97.0% | 6.8% | 5.6% |
| 15 Years | +0.95 | 0.99 | 101.4% | 97.0% | 5.4% | 4.4% |