Tata Banking And Financial 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 | +6.98 | 1.13 | 109.2% | 101.0% | 2.6% | -3.1% |
| 3 Years | +5.88 | 1.01 | 99.9% | 91.8% | 14.6% | 8.7% |
| 5 Years | +4.91 | 1.02 | 101.0% | 94.7% | 13.9% | 8.9% |
| 7 Years | +2.64 | 1.07 | 105.9% | 102.9% | 13.9% | 10.9% |
| 10 Years | +4.37 | 1.07 | 105.6% | 100.5% | 16.1% | 11.4% |
| 12 Years | +4.63 | 1.06 | 105.2% | 99.0% | 14.6% | 9.7% |
| 15 Years | +3.69 | 1.06 | 105.2% | 99.0% | 11.5% | 7.7% |