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 | +4.07 | 0.84 | 85.8% | 78.8% | 5.9% | 1.0% |
| 3 Years | +5.99 | 0.81 | 81.8% | 72.1% | 16.4% | 11.4% |
| 5 Years | +3.12 | 0.77 | 77.2% | 71.4% | 13.3% | 11.3% |
| 7 Years | +3.06 | 0.74 | 75.2% | 70.5% | 13.0% | 11.2% |
| 10 Years | +3.13 | 0.74 | 75.4% | 70.0% | 13.6% | 11.9% |
| 12 Years | +5.61 | 0.74 | 76.3% | 68.5% | 15.6% | 11.2% |
| 15 Years | +4.17 | 0.74 | 76.1% | 69.0% | 13.1% | 9.8% |