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 | +0.92 | 1.00 | 97.0% | 95.4% | -9.9% | -10.9% |
| 3 Years | +2.70 | 1.00 | 98.7% | 95.0% | 9.1% | 6.4% |
| 5 Years | +6.34 | 0.98 | 100.3% | 92.4% | 11.5% | 5.2% |
| 7 Years | +4.16 | 0.97 | 99.0% | 91.8% | 9.2% | 5.0% |
| 10 Years | +2.79 | 0.97 | 99.0% | 91.8% | 6.4% | 3.5% |
| 12 Years | +2.28 | 0.97 | 99.0% | 91.8% | 5.3% | 2.9% |
| 15 Years | +1.77 | 0.97 | 99.0% | 91.8% | 4.2% | 2.3% |