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 | +0.40 | 0.61 | 62.6% | 59.1% | 2.0% | -1.4% |
| 3 Years | +2.50 | 0.59 | 61.3% | 54.8% | 11.3% | 10.4% |
| 5 Years | +1.38 | 0.53 | 54.3% | 49.1% | 10.0% | 10.5% |
| 7 Years | +0.92 | 0.40 | 45.1% | 40.8% | 9.1% | 10.7% |
| 10 Years | +0.55 | 0.39 | 42.2% | 37.5% | 9.1% | 11.8% |
| 12 Years | +1.33 | 0.40 | 44.0% | 38.7% | 9.7% | 11.1% |
| 15 Years | +0.83 | 0.45 | 48.6% | 43.5% | 8.7% | 9.6% |