Tata Business Cycle 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 | +5.83 | 1.02 | 101.3% | 94.1% | 4.1% | -1.6% |
| 3 Years | +6.76 | 1.00 | 102.4% | 93.8% | 14.0% | 7.3% |
| 5 Years | +7.43 | 0.97 | 100.0% | 91.1% | 15.7% | 8.3% |
| 7 Years | +5.09 | 0.97 | 100.0% | 91.1% | 11.0% | 5.9% |
| 10 Years | +3.43 | 0.97 | 100.0% | 91.1% | 7.6% | 4.1% |
| 12 Years | +2.80 | 0.97 | 100.0% | 91.1% | 6.3% | 3.4% |
| 15 Years | +2.19 | 0.97 | 100.0% | 91.1% | 5.0% | 2.7% |