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 | +5.51 | 1.07 | 101.5% | 93.5% | 2.0% | -2.9% |
| 3 Years | -4.81 | 1.04 | 92.3% | 100.0% | -4.1% | 1.0% |
| 5 Years | -2.79 | 1.04 | 92.3% | 100.0% | -2.5% | 0.6% |
| 7 Years | -1.91 | 1.04 | 92.3% | 100.0% | -1.8% | 0.4% |
| 10 Years | -1.26 | 1.04 | 92.3% | 100.0% | -1.2% | 0.3% |
| 12 Years | -1.01 | 1.04 | 92.3% | 100.0% | -1.0% | 0.2% |
| 15 Years | -0.74 | 1.04 | 92.3% | 100.0% | -0.8% | 0.2% |