Benchmark Comparison Data · vs NIFTY SMALLCAP 250
Benchmark Comparison Data
vs NIFTY SMALLCAP 250
Sundaram Small Cap Fund Direct · Growth
Fund vs NIFTY SMALLCAP 250
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 | +5.91 | 0.93 | 94.7% | 88.1% | 2.9% | -3.7% |
| 3 Years | +3.30 | 0.83 | 84.3% | 80.6% | 14.1% | 11.7% |
| 5 Years | +3.25 | 0.82 | 82.8% | 79.0% | 14.3% | 12.1% |
| 7 Years | +3.57 | 0.86 | 85.8% | 81.8% | 21.4% | 19.7% |
| 10 Years | +2.08 | 0.86 | 86.3% | 83.5% | 13.7% | 12.4% |
| 12 Years | +2.55 | 0.88 | 88.1% | 85.0% | 14.5% | 12.7% |
| 15 Years | +3.52 | 0.89 | 90.1% | 86.0% | 15.6% | 12.8% |