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 | +8.74 | 0.95 | 98.0% | 85.8% | 8.6% | -0.4% |
| 3 Years | +7.25 | 0.94 | 94.6% | 84.5% | 15.2% | 8.0% |
| 5 Years | +4.00 | 0.91 | 90.0% | 84.3% | 12.4% | 8.7% |
| 7 Years | +4.36 | 0.87 | 87.3% | 81.9% | 16.0% | 12.4% |
| 10 Years | +3.78 | 0.88 | 88.8% | 83.6% | 14.4% | 11.2% |
| 12 Years | +5.38 | 0.88 | 89.6% | 82.8% | 15.1% | 10.2% |
| 15 Years | +4.35 | 0.88 | 89.3% | 83.1% | 13.8% | 9.9% |