Benchmark Comparison Data · vs NIFTY50 VALUE 20
Benchmark Comparison Data
vs NIFTY50 VALUE 20
JM Value Fund Direct · Growth
Fund vs NIFTY50 VALUE 20
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 | +5.06 | 1.09 | 104.4% | 97.8% | 1.4% | -2.8% |
| 3 Years | +8.70 | 1.00 | 102.1% | 90.7% | 15.1% | 6.4% |
| 5 Years | +8.19 | 0.93 | 95.6% | 85.3% | 15.9% | 7.8% |
| 7 Years | +6.86 | 0.94 | 93.4% | 85.0% | 19.7% | 13.2% |
| 10 Years | +3.73 | 0.93 | 91.5% | 85.8% | 15.9% | 12.6% |
| 12 Years | +5.99 | 0.93 | 93.0% | 85.2% | 16.3% | 10.6% |
| 15 Years | +3.94 | 0.95 | 94.4% | 88.4% | 14.4% | 10.7% |