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 | +3.18 | 1.19 | 114.4% | 111.8% | -4.7% | -5.6% |
| 3 Years | +4.31 | 1.10 | 110.1% | 102.6% | 4.8% | 1.1% |
| 5 Years | +2.83 | 1.10 | 110.1% | 102.6% | 2.9% | 0.6% |
| 7 Years | +2.21 | 1.10 | 110.1% | 102.6% | 2.0% | 0.5% |
| 10 Years | +1.75 | 1.10 | 110.1% | 102.6% | 1.4% | 0.3% |
| 12 Years | +1.57 | 1.10 | 110.1% | 102.6% | 1.2% | 0.3% |
| 15 Years | +1.39 | 1.10 | 110.1% | 102.6% | 0.9% | 0.2% |