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 | +10.81 | 0.94 | 100.0% | 84.9% | 11.4% | 0.2% |
| 3 Years | +9.70 | 1.09 | 111.8% | 99.8% | 18.4% | 8.5% |
| 5 Years | +4.37 | 1.04 | 104.2% | 98.8% | 13.4% | 9.0% |
| 7 Years | +11.27 | 0.93 | 101.1% | 90.0% | 23.3% | 12.5% |
| 10 Years | +6.38 | 0.93 | 98.0% | 90.5% | 17.3% | 11.2% |
| 12 Years | +6.29 | 0.92 | 97.2% | 88.8% | 16.0% | 10.0% |
| 15 Years | +4.81 | 0.92 | 97.2% | 88.8% | 12.6% | 7.9% |