Benchmark Comparison Data · vs NIFTY SMALLCAP 250
Benchmark Comparison Data
vs NIFTY SMALLCAP 250
Tata Small Cap Fund Direct · Growth
Fund vs NIFTY SMALLCAP 250
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 | -9.11 | 0.93 | 85.6% | 93.7% | -0.6% | 8.7% |
| 3 Years | -2.49 | 0.86 | 83.5% | 84.1% | 13.4% | 17.4% |
| 5 Years | +1.30 | 0.82 | 81.3% | 78.9% | 15.6% | 16.0% |
| 7 Years | +4.88 | 0.81 | 81.3% | 76.2% | 24.0% | 22.1% |
| 10 Years | +4.08 | 0.79 | 79.7% | 73.5% | 16.1% | 13.4% |
| 12 Years | +3.11 | 0.79 | 79.7% | 73.5% | 13.2% | 11.1% |
| 15 Years | +2.15 | 0.79 | 79.7% | 73.5% | 10.4% | 8.8% |