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 | +13.75 | 0.98 | 102.0% | 84.7% | 4.5% | -9.5% |
| 3 Years | +7.38 | 1.05 | 104.3% | 95.1% | 12.8% | 5.5% |
| 5 Years | +6.82 | 0.98 | 99.0% | 90.2% | 11.5% | 4.6% |
| 7 Years | +4.99 | 0.97 | 97.1% | 88.6% | 11.0% | 6.0% |
| 10 Years | +3.35 | 0.97 | 97.1% | 88.6% | 7.6% | 4.1% |
| 12 Years | +2.73 | 0.97 | 97.1% | 88.6% | 6.3% | 3.4% |
| 15 Years | +2.12 | 0.97 | 97.1% | 88.6% | 5.0% | 2.7% |