Sundaram Balanced Advantage 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 | +0.86 | 0.65 | 65.4% | 61.5% | 3.3% | 0.2% |
| 3 Years | +2.40 | 0.60 | 62.4% | 56.1% | 10.1% | 8.5% |
| 5 Years | +1.57 | 0.54 | 56.0% | 50.9% | 9.4% | 9.0% |
| 7 Years | +1.14 | 0.41 | 46.4% | 41.9% | 10.1% | 12.5% |
| 10 Years | +0.53 | 0.39 | 42.8% | 38.2% | 8.9% | 11.2% |
| 12 Years | +0.82 | 0.40 | 43.5% | 38.6% | 8.8% | 10.3% |
| 15 Years | +0.97 | 0.45 | 48.9% | 43.8% | 9.0% | 9.9% |