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 | -10.56 | 0.89 | 77.7% | 87.5% | -6.1% | 4.2% |
| 3 Years | -4.38 | 0.85 | 80.6% | 82.6% | 15.1% | 21.8% |
| 5 Years | +3.58 | 0.81 | 81.2% | 76.9% | 20.1% | 18.8% |
| 7 Years | +5.30 | 0.80 | 80.0% | 74.4% | 20.6% | 17.5% |
| 10 Years | +3.63 | 0.79 | 79.0% | 73.0% | 14.7% | 12.3% |
| 12 Years | +2.73 | 0.79 | 79.0% | 73.0% | 12.1% | 10.2% |
| 15 Years | +1.86 | 0.79 | 79.0% | 73.0% | 9.6% | 8.1% |