Benchmark Comparison Data
vs NIFTY 50
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Sundaram Large and Mid Cap 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 +6.24 1.02 105.0% 96.7% 4.7% -1.4%
3 Years +6.84 1.00 102.1% 93.7% 17.3% 10.4%
5 Years +5.28 0.97 98.0% 91.4% 15.7% 10.5%
7 Years +4.59 0.91 92.7% 87.7% 14.9% 10.7%
10 Years +4.36 0.90 92.3% 87.1% 15.6% 11.8%
12 Years +5.46 0.90 92.2% 85.8% 16.1% 11.1%
15 Years +3.66 0.87 89.9% 84.6% 12.9% 9.7%