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 | +2.73 | 0.64 | 66.2% | 59.7% | 3.2% | -2.9% |
| 3 Years | +2.81 | 0.60 | 62.6% | 55.8% | 10.1% | 7.8% |
| 5 Years | +2.17 | 0.54 | 56.6% | 50.6% | 9.4% | 7.8% |
| 7 Years | +1.38 | 0.41 | 46.6% | 41.9% | 10.1% | 11.8% |
| 10 Years | +0.61 | 0.39 | 42.9% | 38.1% | 8.8% | 10.8% |
| 12 Years | +0.94 | 0.40 | 43.5% | 38.5% | 8.8% | 9.8% |
| 15 Years | +1.06 | 0.45 | 49.0% | 43.8% | 9.0% | 9.7% |