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 | +13.38 | 1.08 | 115.7% | 104.9% | 22.3% | 8.7% |
| 3 Years | +4.28 | 1.05 | 106.7% | 101.6% | 6.5% | 2.5% |
| 5 Years | +2.65 | 1.05 | 106.7% | 101.6% | 3.9% | 1.5% |
| 7 Years | +1.98 | 1.05 | 106.7% | 101.6% | 2.7% | 1.0% |
| 10 Years | +1.47 | 1.05 | 106.7% | 101.6% | 1.9% | 0.7% |
| 12 Years | +1.28 | 1.05 | 106.7% | 101.6% | 1.6% | 0.6% |
| 15 Years | +1.09 | 1.05 | 106.7% | 101.6% | 1.3% | 0.5% |