Tata Ethical 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 | -3.50 | 0.82 | 81.1% | 84.5% | -6.5% | -5.1% |
| 3 Years | -0.92 | 0.81 | 82.8% | 82.2% | 7.0% | 8.3% |
| 5 Years | +0.92 | 0.80 | 80.7% | 77.9% | 8.9% | 8.4% |
| 7 Years | +4.20 | 0.73 | 76.0% | 70.1% | 13.5% | 10.3% |
| 10 Years | +2.06 | 0.74 | 76.3% | 72.2% | 12.1% | 11.3% |
| 12 Years | +3.23 | 0.73 | 75.8% | 70.4% | 12.2% | 9.8% |
| 15 Years | +3.39 | 0.70 | 73.9% | 67.7% | 12.0% | 9.6% |