Tata Retirement Savings Fund Progressive 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 | +5.03 | 0.97 | 98.9% | 90.7% | 6.1% | 0.9% |
| 3 Years | +7.02 | 0.94 | 94.3% | 84.3% | 17.9% | 11.2% |
| 5 Years | +3.36 | 0.90 | 89.6% | 84.5% | 14.0% | 11.1% |
| 7 Years | +3.44 | 0.87 | 87.0% | 82.5% | 14.0% | 11.2% |
| 10 Years | +3.63 | 0.88 | 88.5% | 83.4% | 14.9% | 11.9% |
| 12 Years | +5.40 | 0.88 | 90.0% | 83.2% | 16.1% | 11.2% |
| 15 Years | +3.87 | 0.88 | 89.2% | 83.4% | 13.3% | 9.8% |