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 | -7.23 | 0.95 | 88.3% | 95.4% | -10.4% | -3.7% |
| 3 Years | -2.89 | 0.87 | 84.2% | 85.6% | 8.1% | 11.7% |
| 5 Years | +0.83 | 0.83 | 81.7% | 79.6% | 12.0% | 12.1% |
| 7 Years | +3.89 | 0.81 | 81.4% | 77.0% | 21.1% | 19.7% |
| 10 Years | +3.62 | 0.79 | 79.7% | 74.2% | 14.8% | 12.4% |
| 12 Years | +2.73 | 0.79 | 79.7% | 74.2% | 12.2% | 10.3% |
| 15 Years | +1.86 | 0.79 | 79.7% | 74.2% | 9.7% | 8.1% |