Sundaram Financial Services Opportunities 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 | +11.38 | 1.21 | 118.8% | 106.4% | 9.4% | -0.4% |
| 3 Years | +6.69 | 1.11 | 107.2% | 98.5% | 14.9% | 8.0% |
| 5 Years | +6.22 | 1.07 | 105.0% | 97.0% | 15.0% | 8.7% |
| 7 Years | +3.50 | 1.14 | 111.7% | 108.1% | 16.7% | 12.4% |
| 10 Years | +3.26 | 1.12 | 110.4% | 106.8% | 15.0% | 11.2% |
| 12 Years | +4.11 | 1.12 | 110.9% | 106.5% | 14.8% | 10.2% |
| 15 Years | +2.09 | 1.14 | 112.6% | 110.2% | 12.4% | 9.9% |