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 | +0.92 | 1.04 | 101.5% | 100.9% | -0.8% | -1.4% |
| 3 Years | +9.19 | 0.97 | 99.8% | 87.6% | 20.1% | 11.0% |
| 5 Years | +7.85 | 0.93 | 95.6% | 85.7% | 18.8% | 11.3% |
| 7 Years | +5.44 | 0.94 | 92.4% | 85.3% | 17.3% | 12.2% |
| 10 Years | +4.63 | 0.92 | 91.2% | 84.6% | 17.3% | 13.2% |
| 12 Years | +5.82 | 0.93 | 93.1% | 85.5% | 17.6% | 12.2% |
| 15 Years | +3.29 | 0.95 | 94.0% | 88.7% | 13.9% | 10.9% |