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 | +0.90 | 0.79 | 83.1% | 80.6% | -0.2% | -3.1% |
| 3 Years | +4.91 | 0.93 | 96.3% | 89.7% | 13.4% | 8.6% |
| 5 Years | +3.78 | 0.90 | 92.2% | 87.0% | 12.3% | 8.8% |
| 7 Years | +8.42 | 0.01 | 74.1% | 74.7% | 15.0% | 10.8% |
| 10 Years | +8.40 | 0.03 | 78.9% | 78.3% | 15.1% | 11.3% |
| 12 Years | +6.68 | 0.06 | 81.5% | 81.1% | 13.4% | 10.1% |
| 15 Years | +5.17 | 0.07 | 82.4% | 82.3% | 11.9% | 9.7% |