Tata Focused 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 | +2.95 | 0.99 | 97.1% | 93.3% | 0.1% | -2.9% |
| 3 Years | +4.09 | 1.01 | 100.5% | 95.1% | 11.9% | 7.8% |
| 5 Years | +3.66 | 0.98 | 99.2% | 94.7% | 11.5% | 7.8% |
| 7 Years | +4.02 | 0.96 | 98.2% | 93.8% | 14.4% | 10.6% |
| 10 Years | +2.64 | 0.96 | 98.2% | 93.8% | 9.9% | 7.3% |
| 12 Years | +2.12 | 0.96 | 98.2% | 93.8% | 8.2% | 6.0% |
| 15 Years | +1.62 | 0.96 | 98.2% | 93.8% | 6.5% | 4.8% |