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 | +3.22 | 1.01 | 103.9% | 100.4% | 7.8% | 4.6% |
| 3 Years | +3.76 | 0.99 | 101.1% | 97.8% | 24.1% | 20.5% |
| 5 Years | +2.93 | 0.98 | 101.2% | 97.2% | 16.0% | 13.2% |
| 7 Years | +1.99 | 0.98 | 101.2% | 97.2% | 11.2% | 9.2% |
| 10 Years | +1.32 | 0.98 | 101.2% | 97.2% | 7.7% | 6.4% |
| 12 Years | +1.06 | 0.98 | 101.2% | 97.2% | 6.4% | 5.3% |
| 15 Years | +0.83 | 0.98 | 101.2% | 97.2% | 5.1% | 4.2% |