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 +0.75 0.88 86.3% 84.8% 8.9% 8.3%
3 Years +0.87 0.88 87.2% 85.3% 17.3% 17.8%
5 Years +0.53 0.89 89.5% 88.2% 16.2% 16.8%
7 Years +1.06 0.91 90.2% 88.5% 21.6% 21.9%
10 Years +1.20 0.90 88.9% 87.0% 17.1% 16.9%
12 Years +1.73 0.90 89.4% 86.9% 17.6% 16.9%
15 Years +2.79 0.89 89.0% 85.1% 17.1% 15.3%