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 | +7.98 | 0.98 | 99.1% | 89.5% | 5.0% | -3.1% |
| 3 Years | +7.54 | 0.94 | 95.2% | 84.8% | 16.0% | 8.6% |
| 5 Years | +4.23 | 0.91 | 90.4% | 84.3% | 12.8% | 8.8% |
| 7 Years | +4.34 | 0.87 | 87.5% | 82.1% | 14.6% | 10.8% |
| 10 Years | +4.21 | 0.88 | 89.1% | 83.5% | 14.9% | 11.3% |
| 12 Years | +5.35 | 0.88 | 89.9% | 83.2% | 15.1% | 10.1% |
| 15 Years | +4.29 | 0.88 | 89.5% | 83.3% | 13.6% | 9.7% |