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 | +3.80 | 0.99 | 99.7% | 95.4% | 5.9% | 2.1% |
| 3 Years | +5.03 | 1.02 | 101.4% | 94.7% | 16.3% | 11.2% |
| 5 Years | +4.36 | 0.99 | 100.0% | 94.8% | 15.4% | 11.1% |
| 7 Years | +3.62 | 0.96 | 98.4% | 94.3% | 14.2% | 10.7% |
| 10 Years | +2.37 | 0.96 | 98.4% | 94.3% | 9.7% | 7.4% |
| 12 Years | +1.91 | 0.96 | 98.4% | 94.3% | 8.0% | 6.1% |
| 15 Years | +1.46 | 0.96 | 98.4% | 94.3% | 6.4% | 4.9% |