Sundaram Services 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 | +2.95 | 1.04 | 101.1% | 97.3% | 3.6% | 0.9% |
| 3 Years | +7.67 | 0.94 | 96.3% | 86.0% | 18.6% | 11.2% |
| 5 Years | +8.15 | 0.93 | 94.8% | 84.5% | 18.9% | 11.1% |
| 7 Years | +8.38 | 0.89 | 91.5% | 82.5% | 19.1% | 11.2% |
| 10 Years | +6.01 | 0.86 | 88.0% | 78.5% | 14.0% | 8.2% |
| 12 Years | +4.77 | 0.86 | 88.0% | 78.5% | 11.5% | 6.8% |
| 15 Years | +3.57 | 0.86 | 88.0% | 78.5% | 9.1% | 5.4% |