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 | +5.95 | 0.99 | 99.8% | 91.8% | 1.1% | -4.9% |
| 3 Years | +5.36 | 1.01 | 101.1% | 94.0% | 13.4% | 8.0% |
| 5 Years | +4.50 | 0.99 | 99.8% | 94.3% | 12.8% | 8.4% |
| 7 Years | +4.04 | 0.96 | 98.4% | 93.9% | 14.0% | 10.1% |
| 10 Years | +2.66 | 0.96 | 98.4% | 93.9% | 9.6% | 7.0% |
| 12 Years | +2.13 | 0.96 | 98.4% | 93.9% | 7.9% | 5.8% |
| 15 Years | +1.65 | 0.96 | 98.4% | 93.9% | 6.3% | 4.6% |