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 | +13.22 | 1.03 | 107.9% | 90.6% | 4.8% | -7.9% |
| 3 Years | +8.92 | 1.06 | 106.7% | 95.5% | 16.6% | 7.6% |
| 5 Years | +6.96 | 0.98 | 98.5% | 89.8% | 14.9% | 8.0% |
| 7 Years | +4.64 | 0.98 | 98.0% | 89.6% | 10.6% | 6.0% |
| 10 Years | +3.12 | 0.98 | 98.0% | 89.6% | 7.3% | 4.1% |
| 12 Years | +2.56 | 0.98 | 98.0% | 89.6% | 6.1% | 3.4% |
| 15 Years | +1.99 | 0.98 | 98.0% | 89.6% | 4.8% | 2.7% |