Benchmark Comparison Data · vs NIFTY SMALLCAP 250
Benchmark Comparison Data
vs NIFTY SMALLCAP 250
JM Small Cap Fund Direct · Growth
Fund vs NIFTY SMALLCAP 250
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 | -1.48 | 1.06 | 103.8% | 106.2% | 2.4% | 4.0% |
| 3 Years | +0.85 | 1.05 | 104.1% | 103.1% | -0.9% | -1.4% |
| 5 Years | +0.65 | 1.05 | 104.1% | 103.1% | -0.6% | -0.8% |
| 7 Years | +0.56 | 1.05 | 104.1% | 103.1% | -0.4% | -0.6% |
| 10 Years | +0.50 | 1.05 | 104.1% | 103.1% | -0.3% | -0.4% |
| 12 Years | +0.47 | 1.05 | 104.1% | 103.1% | -0.2% | -0.3% |
| 15 Years | +0.45 | 1.05 | 104.1% | 103.1% | -0.2% | -0.3% |