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 | -3.08 | 0.83 | 82.2% | 84.5% | -8.4% | -7.9% |
| 3 Years | -0.71 | 0.81 | 83.1% | 82.2% | 6.7% | 7.6% |
| 5 Years | +1.02 | 0.80 | 80.9% | 77.9% | 8.7% | 8.0% |
| 7 Years | +4.23 | 0.73 | 76.1% | 70.1% | 13.2% | 9.9% |
| 10 Years | +2.11 | 0.74 | 76.3% | 72.2% | 12.0% | 11.1% |
| 12 Years | +3.30 | 0.73 | 75.8% | 70.3% | 12.1% | 9.7% |
| 15 Years | +3.41 | 0.70 | 74.0% | 67.7% | 12.0% | 9.4% |