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 | -2.20 | 0.78 | 78.7% | 79.4% | -9.2% | -10.9% |
| 3 Years | +2.84 | 0.92 | 92.8% | 88.8% | 9.3% | 6.4% |
| 5 Years | +3.57 | 0.89 | 90.9% | 85.8% | 8.9% | 5.2% |
| 7 Years | +4.37 | 0.85 | 87.7% | 82.5% | 13.8% | 10.0% |
| 10 Years | +3.04 | 0.86 | 88.7% | 84.6% | 12.8% | 10.3% |
| 12 Years | +3.41 | 0.87 | 89.9% | 85.4% | 12.1% | 9.0% |
| 15 Years | +2.55 | 0.87 | 90.4% | 86.7% | 11.6% | 9.4% |