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 | +2.34 | 0.82 | 87.4% | 82.8% | 2.7% | -1.0% |
| 3 Years | +6.31 | 0.94 | 97.8% | 89.7% | 16.5% | 10.4% |
| 5 Years | +4.45 | 0.90 | 92.8% | 86.9% | 14.5% | 10.5% |
| 7 Years | +4.70 | 0.85 | 88.4% | 83.0% | 14.9% | 10.8% |
| 10 Years | +4.68 | 0.86 | 90.2% | 84.5% | 15.6% | 11.7% |
| 12 Years | +4.34 | 0.88 | 91.8% | 86.6% | 15.0% | 11.2% |
| 15 Years | +2.72 | 0.88 | 91.1% | 87.1% | 12.0% | 9.7% |