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 | +12.96 | 1.07 | 111.7% | 95.6% | 12.0% | -0.4% |
| 3 Years | +8.20 | 1.02 | 104.8% | 94.9% | 16.3% | 8.0% |
| 5 Years | +5.51 | 0.98 | 99.0% | 92.5% | 14.1% | 8.7% |
| 7 Years | +6.02 | 0.91 | 94.1% | 87.8% | 17.9% | 12.4% |
| 10 Years | +5.12 | 0.91 | 93.3% | 87.2% | 15.8% | 11.2% |
| 12 Years | +5.51 | 0.90 | 92.2% | 85.6% | 15.3% | 10.2% |
| 15 Years | +4.30 | 0.87 | 90.5% | 84.6% | 13.8% | 9.9% |