Benchmark Comparison Data
vs NIFTY 50
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Tata Nifty Financial Services Index 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 +0.45 1.15 108.8% 108.7% 0.6% 1.0%
3 Years +4.72 1.10 109.9% 101.1% 6.8% 2.5%
5 Years +3.06 1.10 109.9% 101.1% 4.0% 1.5%
7 Years +2.35 1.10 109.9% 101.1% 2.9% 1.1%
10 Years +1.84 1.10 109.9% 101.1% 2.0% 0.7%
12 Years +1.64 1.10 109.9% 101.1% 1.6% 0.6%
15 Years +1.44 1.10 109.9% 101.1% 1.3% 0.5%