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 | +10.25 | 0.94 | 95.7% | 85.9% | 18.8% | 8.7% |
| 3 Years | +3.99 | 0.82 | 83.8% | 79.5% | 19.5% | 17.4% |
| 5 Years | +4.07 | 0.82 | 82.9% | 78.3% | 18.3% | 16.0% |
| 7 Years | +4.27 | 0.86 | 86.0% | 81.4% | 24.1% | 22.1% |
| 10 Years | +2.42 | 0.86 | 86.5% | 83.3% | 15.7% | 14.3% |
| 12 Years | +3.80 | 0.88 | 88.8% | 84.7% | 16.9% | 14.0% |
| 15 Years | +3.61 | 0.89 | 90.2% | 85.9% | 16.3% | 13.5% |