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 | +1.74 | 0.91 | 91.4% | 89.3% | 5.6% | 3.6% |
| 3 Years | +4.04 | 0.90 | 93.0% | 89.1% | 23.1% | 20.4% |
| 5 Years | +3.00 | 0.91 | 93.0% | 90.0% | 19.1% | 17.1% |
| 7 Years | -0.28 | 0.92 | 91.4% | 91.0% | 18.2% | 19.5% |
| 10 Years | -0.60 | 0.91 | 89.8% | 89.6% | 15.9% | 17.5% |
| 12 Years | +0.92 | 0.92 | 91.7% | 90.3% | 16.8% | 16.7% |
| 15 Years | +1.48 | 0.91 | 91.7% | 89.5% | 15.8% | 15.0% |