Benchmark Comparison Data · vs NIFTY50 VALUE 20
Benchmark Comparison Data
vs NIFTY50 VALUE 20
Tata Value Fund Direct · Growth
Fund vs NIFTY50 VALUE 20
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 | +4.25 | 0.99 | 99.9% | 93.4% | -0.5% | -4.8% |
| 3 Years | +8.32 | 0.93 | 98.8% | 87.5% | 14.3% | 6.0% |
| 5 Years | +7.37 | 0.86 | 90.1% | 80.5% | 15.6% | 8.5% |
| 7 Years | +4.43 | 0.87 | 86.2% | 80.0% | 16.1% | 12.4% |
| 10 Years | +3.56 | 0.84 | 83.8% | 78.1% | 15.2% | 12.6% |
| 12 Years | +4.82 | 0.86 | 85.3% | 78.4% | 15.0% | 10.8% |
| 15 Years | +4.62 | 0.84 | 85.0% | 77.9% | 14.6% | 10.7% |