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 | +9.80 | 1.10 | 116.2% | 107.2% | 10.9% | 1.6% |
| 3 Years | +4.38 | 1.05 | 107.0% | 102.0% | 4.8% | 0.7% |
| 5 Years | +2.74 | 1.05 | 107.0% | 102.0% | 2.9% | 0.4% |
| 7 Years | +2.06 | 1.05 | 107.0% | 102.0% | 2.0% | 0.3% |
| 10 Years | +1.53 | 1.05 | 107.0% | 102.0% | 1.4% | 0.2% |
| 12 Years | +1.35 | 1.05 | 107.0% | 102.0% | 1.2% | 0.2% |
| 15 Years | +1.14 | 1.05 | 107.0% | 102.0% | 0.9% | 0.1% |