Tata Resources and Energy 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 | +12.53 | 0.97 | 106.4% | 89.9% | 14.5% | 1.9% |
| 3 Years | +9.47 | 1.10 | 112.6% | 101.3% | 21.7% | 11.7% |
| 5 Years | +6.63 | 1.05 | 107.4% | 99.5% | 18.1% | 11.3% |
| 7 Years | +10.28 | 0.93 | 101.3% | 91.1% | 21.3% | 11.3% |
| 10 Years | +6.78 | 0.93 | 98.2% | 90.5% | 18.4% | 12.0% |
| 12 Years | +6.05 | 0.92 | 97.5% | 89.2% | 15.7% | 9.9% |
| 15 Years | +4.63 | 0.92 | 97.5% | 89.2% | 12.4% | 7.9% |