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 | -0.46 | 0.83 | 82.8% | 81.3% | -1.8% | -2.9% |
| 3 Years | -0.67 | 0.81 | 83.0% | 82.3% | 6.8% | 7.8% |
| 5 Years | +0.43 | 0.80 | 80.7% | 78.5% | 8.0% | 7.8% |
| 7 Years | +4.84 | 0.73 | 76.4% | 69.8% | 15.2% | 11.8% |
| 10 Years | +2.11 | 0.74 | 76.5% | 72.4% | 11.8% | 10.8% |
| 12 Years | +3.19 | 0.73 | 75.8% | 70.4% | 12.1% | 9.8% |
| 15 Years | +3.57 | 0.70 | 74.0% | 67.6% | 12.3% | 9.7% |