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 | +2.59 | 1.03 | 95.2% | 91.2% | -8.0% | -10.1% |
| 3 Years | +5.24 | 0.98 | 97.4% | 89.7% | 10.1% | 4.8% |
| 5 Years | +6.62 | 0.93 | 93.8% | 84.7% | 12.2% | 5.5% |
| 7 Years | +5.33 | 0.94 | 92.5% | 85.6% | 16.2% | 11.1% |
| 10 Years | +2.76 | 0.92 | 90.1% | 85.4% | 14.6% | 12.3% |
| 12 Years | +5.31 | 0.92 | 91.3% | 83.9% | 14.6% | 9.5% |
| 15 Years | +3.68 | 0.94 | 93.6% | 87.9% | 13.8% | 10.3% |