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 | +5.45 | 1.16 | 110.5% | 103.4% | 6.8% | 2.1% |
| 3 Years | +7.53 | 1.09 | 105.2% | 94.5% | 19.1% | 11.2% |
| 5 Years | +6.51 | 1.08 | 105.4% | 97.5% | 18.0% | 11.1% |
| 7 Years | +4.54 | 1.13 | 111.5% | 106.8% | 16.1% | 11.0% |
| 10 Years | +4.18 | 1.12 | 110.5% | 106.0% | 16.7% | 11.9% |
| 12 Years | +4.30 | 1.13 | 111.2% | 106.7% | 16.1% | 11.3% |
| 15 Years | +1.99 | 1.14 | 112.5% | 110.2% | 12.2% | 9.8% |