Benchmark Comparison Data · vs NIFTY MIDCAP 150
Benchmark Comparison Data
vs NIFTY MIDCAP 150
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 | +0.42 | 0.94 | 94.7% | 93.8% | 0.1% | -0.8% |
| 3 Years | +3.94 | 0.90 | 93.2% | 89.1% | 16.1% | 12.7% |
| 5 Years | +2.66 | 0.91 | 93.3% | 90.4% | 14.3% | 12.2% |
| 7 Years | -0.38 | 0.92 | 92.0% | 91.7% | 19.3% | 20.8% |
| 10 Years | -0.81 | 0.91 | 90.0% | 90.0% | 13.8% | 15.4% |
| 12 Years | +0.36 | 0.92 | 91.3% | 90.3% | 15.6% | 16.1% |
| 15 Years | +1.53 | 0.91 | 91.8% | 89.6% | 15.7% | 14.8% |