Sundaram Dividend Yield 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 | +0.99 | 0.79 | 82.2% | 79.0% | 0.1% | -2.9% |
| 3 Years | +4.32 | 0.93 | 95.5% | 89.7% | 12.0% | 7.8% |
| 5 Years | +3.14 | 0.90 | 91.7% | 87.2% | 10.8% | 7.8% |
| 7 Years | +5.27 | 0.85 | 88.3% | 82.3% | 16.3% | 11.8% |
| 10 Years | +3.75 | 0.86 | 89.3% | 84.5% | 13.9% | 10.8% |
| 12 Years | +3.83 | 0.88 | 90.6% | 85.7% | 13.2% | 9.8% |
| 15 Years | +2.64 | 0.88 | 90.7% | 86.8% | 12.0% | 9.7% |