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 | -0.65 | 0.80 | 79.1% | 78.3% | -6.9% | -9.5% |
| 3 Years | -1.10 | 0.81 | 81.8% | 81.6% | 4.6% | 5.5% |
| 5 Years | +0.39 | 0.80 | 80.5% | 78.3% | 5.4% | 4.6% |
| 7 Years | +3.96 | 0.73 | 76.3% | 70.4% | 13.4% | 10.6% |
| 10 Years | +1.86 | 0.74 | 76.3% | 72.5% | 11.3% | 10.5% |
| 12 Years | +2.65 | 0.73 | 75.5% | 70.7% | 11.4% | 9.6% |
| 15 Years | +3.48 | 0.70 | 74.0% | 67.7% | 12.0% | 9.4% |