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 | +6.04 | 1.17 | 114.6% | 106.8% | -4.0% | -7.6% |
| 3 Years | +2.88 | 1.09 | 104.0% | 99.8% | 10.3% | 7.4% |
| 5 Years | +5.77 | 1.07 | 104.7% | 97.6% | 11.7% | 6.0% |
| 7 Years | +2.83 | 1.13 | 110.4% | 107.3% | 13.7% | 10.4% |
| 10 Years | +2.36 | 1.12 | 109.4% | 106.7% | 13.8% | 10.9% |
| 12 Years | +3.60 | 1.12 | 110.1% | 106.1% | 13.1% | 9.2% |
| 15 Years | +1.86 | 1.14 | 112.1% | 110.0% | 11.9% | 9.6% |