Sundaram Business Cycle 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 | +8.55 | 1.03 | 101.5% | 90.7% | -3.5% | -11.4% |
| 3 Years | +4.30 | 0.93 | 92.6% | 84.5% | 3.2% | -1.6% |
| 5 Years | +2.40 | 0.93 | 92.6% | 84.5% | 1.9% | -1.0% |
| 7 Years | +1.59 | 0.93 | 92.6% | 84.5% | 1.4% | -0.7% |
| 10 Years | +0.98 | 0.93 | 92.6% | 84.5% | 0.9% | -0.5% |
| 12 Years | +0.75 | 0.93 | 92.6% | 84.5% | 0.8% | -0.4% |
| 15 Years | +0.51 | 0.93 | 92.6% | 84.5% | 0.6% | -0.3% |