Sundaram Focused 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 | +8.75 | 0.90 | 93.8% | 81.3% | 6.8% | -2.9% |
| 3 Years | +4.86 | 0.93 | 95.2% | 88.5% | 12.5% | 7.8% |
| 5 Years | +3.57 | 0.95 | 95.1% | 90.3% | 11.3% | 7.8% |
| 7 Years | +5.52 | 0.91 | 93.3% | 87.3% | 16.9% | 11.8% |
| 10 Years | +3.45 | 0.92 | 94.1% | 89.8% | 13.9% | 10.8% |
| 12 Years | +3.82 | 0.92 | 94.8% | 90.1% | 13.4% | 9.8% |
| 15 Years | +3.27 | 0.93 | 95.1% | 90.9% | 12.8% | 9.7% |