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 | +5.50 | 1.12 | 110.0% | 104.3% | -9.2% | -12.4% |
| 3 Years | +3.70 | 1.02 | 99.9% | 94.2% | 9.8% | 6.1% |
| 5 Years | +4.41 | 1.02 | 101.1% | 95.4% | 8.9% | 4.5% |
| 7 Years | +1.82 | 1.06 | 105.0% | 102.8% | 11.9% | 9.8% |
| 10 Years | +3.09 | 1.07 | 105.1% | 101.3% | 13.5% | 10.2% |
| 12 Years | +4.45 | 1.06 | 105.0% | 99.2% | 13.8% | 9.2% |
| 15 Years | +3.56 | 1.06 | 105.0% | 99.2% | 10.9% | 7.3% |