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 +1.48 0.93 94.6% 92.6% 11.1% 9.9%
3 Years +4.92 0.90 93.5% 88.9% 21.9% 18.1%
5 Years +2.38 0.91 93.1% 90.5% 18.8% 17.5%
7 Years +0.20 0.92 92.0% 91.3% 21.1% 22.1%
10 Years -0.53 0.91 90.0% 89.7% 15.3% 16.8%
12 Years +0.78 0.92 91.7% 90.3% 16.9% 16.9%
15 Years +1.66 0.91 91.9% 89.5% 16.3% 15.4%