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 | -8.70 | 0.90 | 81.4% | 88.7% | -3.2% | 5.4% |
| 3 Years | -3.58 | 0.85 | 81.6% | 83.2% | 13.7% | 19.1% |
| 5 Years | +2.46 | 0.82 | 81.1% | 77.8% | 17.0% | 16.4% |
| 7 Years | +5.27 | 0.80 | 80.8% | 75.3% | 22.3% | 19.7% |
| 10 Years | +3.95 | 0.79 | 79.4% | 73.2% | 15.6% | 13.0% |
| 12 Years | +2.99 | 0.79 | 79.4% | 73.2% | 12.8% | 10.8% |
| 15 Years | +2.06 | 0.79 | 79.4% | 73.2% | 10.2% | 8.5% |