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 | +4.38 | 1.00 | 99.0% | 93.4% | 1.0% | -3.4% |
| 3 Years | +5.47 | 1.01 | 101.1% | 94.0% | 12.1% | 6.7% |
| 5 Years | +3.89 | 0.99 | 99.5% | 94.7% | 13.0% | 9.2% |
| 7 Years | +4.01 | 0.96 | 98.3% | 93.9% | 14.5% | 10.7% |
| 10 Years | +2.63 | 0.96 | 98.3% | 93.9% | 9.9% | 7.3% |
| 12 Years | +2.12 | 0.96 | 98.3% | 93.9% | 8.2% | 6.1% |
| 15 Years | +1.63 | 0.96 | 98.3% | 93.9% | 6.5% | 4.8% |