Benchmark Comparison Data · vs NIFTY SMALLCAP 250
Benchmark Comparison Data
vs NIFTY SMALLCAP 250
Aditya Birla Sun Life 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 | +9.75 | 0.93 | 95.7% | 85.7% | 8.2% | -2.1% |
| 3 Years | +3.10 | 0.87 | 88.2% | 85.0% | 14.1% | 11.7% |
| 5 Years | +0.91 | 0.85 | 85.8% | 84.2% | 12.3% | 12.3% |
| 7 Years | +0.30 | 0.89 | 89.0% | 88.0% | 18.6% | 19.7% |
| 10 Years | +0.71 | 0.89 | 88.5% | 87.1% | 12.9% | 13.0% |
| 12 Years | +2.64 | 0.87 | 88.2% | 85.3% | 14.5% | 12.6% |
| 15 Years | +3.03 | 0.85 | 86.9% | 83.2% | 15.0% | 12.9% |