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 | +5.32 | 1.00 | 101.6% | 94.9% | 4.3% | -1.0% |
| 3 Years | +8.62 | 1.00 | 102.9% | 92.2% | 19.0% | 10.4% |
| 5 Years | +6.87 | 0.97 | 100.1% | 91.4% | 14.9% | 8.0% |
| 7 Years | +4.71 | 0.97 | 100.1% | 91.4% | 10.4% | 5.7% |
| 10 Years | +3.18 | 0.97 | 100.1% | 91.4% | 7.2% | 3.9% |
| 12 Years | +2.59 | 0.97 | 100.1% | 91.4% | 6.0% | 3.3% |
| 15 Years | +2.02 | 0.97 | 100.1% | 91.4% | 4.7% | 2.6% |