Samco Special Opportunities Fund Direct · Growth
Fund vs NIFTY 50
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 | +2.92 | 1.06 | 101.7% | 96.7% | 3.6% | 1.0% |
| 3 Years | -7.79 | 1.09 | 92.7% | 109.4% | -7.0% | 1.3% |
| 5 Years | -4.50 | 1.09 | 92.7% | 109.4% | -4.3% | 0.8% |
| 7 Years | -3.07 | 1.09 | 92.7% | 109.4% | -3.1% | 0.5% |
| 10 Years | -1.98 | 1.09 | 92.7% | 109.4% | -2.2% | 0.4% |
| 12 Years | -1.55 | 1.09 | 92.7% | 109.4% | -1.8% | 0.3% |
| 15 Years | -1.12 | 1.09 | 92.7% | 109.4% | -1.4% | 0.3% |