Benchmark Comparison Data
vs NIFTY MIDCAP 150
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Tata Mid Cap Fund Direct · Growth

Fund vs NIFTY MIDCAP 150

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 +2.52 0.84 83.0% 79.5% 12.7% 10.9%
3 Years +2.05 0.88 88.0% 84.9% 23.3% 23.3%
5 Years +1.00 0.89 89.5% 87.9% 19.6% 20.1%
7 Years +1.41 0.91 90.0% 88.0% 19.6% 19.4%
10 Years +1.10 0.90 88.7% 86.6% 17.6% 17.5%
12 Years +2.48 0.90 89.4% 86.2% 19.8% 18.5%
15 Years +2.77 0.89 88.9% 85.0% 16.8% 14.9%