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 | +0.30 | 0.33 | 34.4% | 28.6% | 2.2% | -7.6% |
| 3 Years | +0.72 | 0.31 | 32.8% | 26.1% | 7.5% | 7.4% |
| 5 Years | +0.10 | 0.29 | 31.0% | 25.3% | 6.4% | 6.0% |
| 7 Years | +0.28 | 0.26 | 29.1% | 24.0% | 7.8% | 10.4% |
| 10 Years | +0.45 | 0.27 | 30.0% | 24.4% | 8.1% | 10.9% |
| 12 Years | +1.51 | 0.27 | 30.5% | 23.7% | 8.7% | 9.2% |
| 15 Years | +1.25 | 0.26 | 30.4% | 23.3% | 8.6% | 9.7% |