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 | +12.85 | 1.08 | 115.5% | 103.5% | 13.1% | 0.8% |
| 3 Years | +4.20 | 1.05 | 106.7% | 101.5% | 5.8% | 1.9% |
| 5 Years | +2.61 | 1.05 | 106.7% | 101.5% | 3.4% | 1.1% |
| 7 Years | +1.96 | 1.05 | 106.7% | 101.5% | 2.5% | 0.8% |
| 10 Years | +1.47 | 1.05 | 106.7% | 101.5% | 1.7% | 0.6% |
| 12 Years | +1.28 | 1.05 | 106.7% | 101.5% | 1.4% | 0.5% |
| 15 Years | +1.09 | 1.05 | 106.7% | 101.5% | 1.1% | 0.4% |