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 | +9.38 | 1.14 | 113.1% | 101.4% | 5.2% | -2.9% |
| 3 Years | +5.56 | 1.02 | 101.3% | 93.7% | 13.3% | 7.8% |
| 5 Years | +5.60 | 1.02 | 101.3% | 94.2% | 13.5% | 7.8% |
| 7 Years | +2.62 | 1.07 | 105.9% | 102.9% | 14.8% | 11.8% |
| 10 Years | +3.92 | 1.07 | 105.5% | 100.8% | 15.0% | 10.8% |
| 12 Years | +4.79 | 1.06 | 105.3% | 99.0% | 14.7% | 9.8% |
| 15 Years | +3.82 | 1.06 | 105.3% | 99.0% | 11.6% | 7.7% |