Tata Retirement Savings Fund Conservative Plan 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 | -0.48 | 0.33 | 34.2% | 29.1% | 3.4% | -1.4% |
| 3 Years | +1.48 | 0.30 | 33.0% | 24.9% | 9.2% | 10.4% |
| 5 Years | -0.14 | 0.29 | 30.3% | 24.8% | 7.5% | 10.5% |
| 7 Years | +0.66 | 0.26 | 29.1% | 23.6% | 8.3% | 10.7% |
| 10 Years | +1.01 | 0.26 | 30.1% | 23.8% | 8.9% | 11.8% |
| 12 Years | +1.99 | 0.26 | 30.6% | 23.3% | 9.7% | 11.1% |
| 15 Years | +1.08 | 0.26 | 30.3% | 23.2% | 8.4% | 9.7% |