Tata Retirement Savings Fund Moderate 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 | +6.38 | 0.81 | 82.3% | 72.4% | 1.4% | -7.6% |
| 3 Years | +4.47 | 0.81 | 80.3% | 72.7% | 11.7% | 7.4% |
| 5 Years | +3.67 | 0.77 | 77.5% | 71.3% | 9.8% | 6.0% |
| 7 Years | +3.33 | 0.74 | 74.7% | 69.6% | 12.7% | 10.4% |
| 10 Years | +2.90 | 0.75 | 75.6% | 70.6% | 12.7% | 10.9% |
| 12 Years | +4.47 | 0.73 | 75.3% | 68.5% | 12.9% | 9.2% |
| 15 Years | +4.54 | 0.73 | 76.1% | 68.8% | 13.3% | 9.6% |