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 | +7.77 | 0.93 | 94.6% | 83.5% | -1.9% | -10.9% |
| 3 Years | +5.12 | 0.93 | 92.5% | 85.2% | 11.5% | 6.4% |
| 5 Years | +3.72 | 0.90 | 89.6% | 84.0% | 9.0% | 5.2% |
| 7 Years | +3.06 | 0.86 | 86.3% | 82.0% | 12.6% | 10.0% |
| 10 Years | +3.14 | 0.88 | 88.3% | 83.8% | 13.0% | 10.3% |
| 12 Years | +4.81 | 0.88 | 89.3% | 83.0% | 13.5% | 9.0% |
| 15 Years | +4.15 | 0.88 | 89.1% | 83.1% | 13.2% | 9.4% |