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 | +4.86 | 0.91 | 93.8% | 86.6% | 2.5% | -3.1% |
| 3 Years | +3.38 | 0.93 | 94.2% | 89.3% | 11.8% | 8.6% |
| 5 Years | +2.61 | 0.95 | 94.6% | 90.9% | 11.3% | 8.8% |
| 7 Years | +8.45 | 0.01 | 78.1% | 79.3% | 15.0% | 10.8% |
| 10 Years | +7.50 | 0.03 | 82.6% | 83.5% | 14.2% | 11.3% |
| 12 Years | +6.47 | 0.06 | 84.8% | 85.1% | 13.2% | 10.1% |
| 15 Years | +5.57 | 0.07 | 86.2% | 86.2% | 12.3% | 9.7% |