Benchmark Comparison Data
vs NIFTY 50
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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 +0.69 0.79 81.8% 79.3% 2.3% 0.2%
3 Years +4.28 0.93 95.5% 89.7% 12.7% 8.5%
5 Years +2.78 0.90 91.4% 87.4% 11.5% 9.0%
7 Years +5.14 0.85 88.2% 82.4% 16.7% 12.5%
10 Years +3.84 0.86 89.4% 84.6% 14.4% 11.2%
12 Years +3.76 0.88 90.5% 85.8% 13.5% 10.3%
15 Years +2.60 0.88 90.7% 86.9% 12.1% 9.9%