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 | +6.45 | 0.87 | 87.9% | 78.6% | -2.3% | -10.9% |
| 3 Years | +3.89 | 0.92 | 92.3% | 86.7% | 10.3% | 6.4% |
| 5 Years | +2.90 | 0.95 | 93.5% | 89.4% | 8.1% | 5.2% |
| 7 Years | +4.45 | 0.90 | 92.0% | 86.8% | 14.1% | 10.0% |
| 10 Years | +2.81 | 0.92 | 93.2% | 89.6% | 12.8% | 10.3% |
| 12 Years | +3.35 | 0.92 | 93.8% | 89.7% | 12.2% | 9.0% |
| 15 Years | +3.06 | 0.92 | 94.7% | 90.6% | 12.2% | 9.4% |