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 | +7.44 | 1.12 | 108.4% | 100.0% | -0.4% | -6.4% |
| 3 Years | +9.60 | 0.98 | 101.5% | 89.0% | 16.9% | 7.3% |
| 5 Years | +8.52 | 0.93 | 95.9% | 85.2% | 16.9% | 8.5% |
| 7 Years | +6.48 | 0.94 | 93.0% | 84.8% | 17.9% | 11.8% |
| 10 Years | +4.69 | 0.93 | 91.8% | 85.2% | 16.8% | 12.6% |
| 12 Years | +5.90 | 0.93 | 92.9% | 85.3% | 16.3% | 10.7% |
| 15 Years | +3.78 | 0.95 | 94.3% | 88.5% | 14.2% | 10.6% |