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 | +17.97 | 1.02 | 107.9% | 85.1% | 14.9% | -2.9% |
| 3 Years | +9.44 | 1.05 | 106.9% | 95.3% | 17.3% | 7.8% |
| 5 Years | +7.60 | 0.98 | 99.8% | 90.4% | 15.4% | 7.8% |
| 7 Years | +5.25 | 0.97 | 97.9% | 88.8% | 11.9% | 6.6% |
| 10 Years | +3.53 | 0.97 | 97.9% | 88.8% | 8.2% | 4.6% |
| 12 Years | +2.88 | 0.97 | 97.9% | 88.8% | 6.8% | 3.8% |
| 15 Years | +2.24 | 0.97 | 97.9% | 88.8% | 5.4% | 3.0% |