Tata Dividend Yield 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 | +12.96 | 1.02 | 109.2% | 92.2% | 13.8% | 1.0% |
| 3 Years | +8.86 | 1.06 | 106.7% | 95.5% | 20.6% | 11.4% |
| 5 Years | +6.00 | 0.98 | 97.9% | 90.2% | 15.5% | 9.6% |
| 7 Years | +4.11 | 0.98 | 97.9% | 90.2% | 10.8% | 6.7% |
| 10 Years | +2.76 | 0.98 | 97.9% | 90.2% | 7.5% | 4.7% |
| 12 Years | +2.25 | 0.98 | 97.9% | 90.2% | 6.2% | 3.9% |
| 15 Years | +1.75 | 0.98 | 97.9% | 90.2% | 4.9% | 3.1% |