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 | -1.82 | 0.82 | 85.5% | 86.2% | 0.2% | 1.0% |
| 3 Years | +1.01 | 0.80 | 83.6% | 80.8% | 11.4% | 11.4% |
| 5 Years | +1.53 | 0.79 | 80.8% | 77.3% | 11.8% | 11.3% |
| 7 Years | +4.24 | 0.73 | 75.8% | 69.8% | 14.2% | 11.2% |
| 10 Years | +1.82 | 0.74 | 76.1% | 72.3% | 12.3% | 11.9% |
| 12 Years | +3.52 | 0.73 | 75.7% | 70.1% | 13.4% | 11.2% |
| 15 Years | +3.44 | 0.70 | 74.0% | 67.6% | 12.2% | 9.8% |