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 | +8.65 | 0.90 | 90.5% | 81.6% | 13.6% | 4.8% |
| 3 Years | +3.37 | 0.81 | 82.3% | 78.3% | 22.4% | 21.8% |
| 5 Years | +4.65 | 0.81 | 82.4% | 77.4% | 21.1% | 18.8% |
| 7 Years | +3.62 | 0.86 | 86.2% | 82.0% | 19.5% | 17.4% |
| 10 Years | +2.36 | 0.86 | 86.5% | 83.4% | 15.8% | 14.5% |
| 12 Years | +4.20 | 0.88 | 89.2% | 84.7% | 18.8% | 15.7% |
| 15 Years | +3.38 | 0.89 | 90.1% | 86.0% | 15.4% | 12.7% |