Benchmark Comparison Data
vs NIFTY MIDCAP 150
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Sundaram Mid Cap Fund Direct · Growth

Fund vs NIFTY MIDCAP 150

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 +2.77 0.92 94.5% 91.1% 7.3% 4.4%
3 Years +4.17 0.90 93.4% 89.3% 21.8% 18.8%
5 Years +2.69 0.91 93.3% 90.6% 18.8% 17.1%
7 Years +0.05 0.92 91.9% 91.3% 19.6% 20.7%
10 Years -0.53 0.91 90.0% 89.7% 15.8% 17.3%
12 Years +0.68 0.92 91.7% 90.5% 16.5% 16.7%
15 Years +1.57 0.91 91.8% 89.5% 16.1% 15.3%