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 | +0.99 | 0.32 | 35.0% | 28.0% | 5.2% | -0.4% |
| 3 Years | +1.73 | 0.30 | 33.4% | 25.1% | 8.7% | 8.0% |
| 5 Years | +0.32 | 0.29 | 30.9% | 24.9% | 7.4% | 8.7% |
| 7 Years | +0.78 | 0.26 | 29.2% | 23.6% | 8.8% | 12.4% |
| 10 Years | +0.85 | 0.27 | 30.3% | 24.1% | 8.6% | 11.2% |
| 12 Years | +1.88 | 0.27 | 30.6% | 23.4% | 9.4% | 10.2% |
| 15 Years | +1.32 | 0.26 | 30.4% | 23.2% | 8.7% | 9.9% |