Tata ELSS 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 | +9.17 | 1.03 | 105.5% | 93.7% | 4.5% | -4.4% |
| 3 Years | +6.81 | 1.02 | 102.3% | 93.3% | 15.3% | 8.5% |
| 5 Years | +5.60 | 0.99 | 99.1% | 92.0% | 14.1% | 8.5% |
| 7 Years | +4.59 | 0.97 | 98.3% | 93.4% | 15.2% | 10.8% |
| 10 Years | +3.93 | 0.97 | 98.1% | 93.4% | 15.1% | 11.3% |
| 12 Years | +5.31 | 0.96 | 97.5% | 91.2% | 15.0% | 9.8% |
| 15 Years | +4.11 | 0.96 | 97.5% | 91.2% | 11.8% | 7.8% |