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 | +7.83 | 0.94 | 100.4% | 88.1% | -0.2% | -9.0% |
| 3 Years | +8.64 | 1.07 | 109.1% | 98.1% | 15.7% | 7.0% |
| 5 Years | +5.77 | 1.03 | 103.9% | 96.7% | 11.3% | 5.5% |
| 7 Years | +9.43 | 0.93 | 100.1% | 90.2% | 19.3% | 10.1% |
| 10 Years | +5.25 | 0.93 | 97.4% | 91.2% | 15.6% | 10.7% |
| 12 Years | +6.04 | 0.92 | 96.9% | 88.8% | 15.3% | 9.5% |
| 15 Years | +4.61 | 0.92 | 96.9% | 88.8% | 12.1% | 7.5% |