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 | +8.97 | 0.96 | 96.8% | 84.0% | 4.0% | -5.5% |
| 3 Years | +8.77 | 0.94 | 98.8% | 87.0% | 14.8% | 6.0% |
| 5 Years | +8.16 | 0.86 | 90.2% | 79.6% | 14.8% | 6.7% |
| 7 Years | +5.07 | 0.87 | 86.3% | 79.3% | 16.8% | 12.5% |
| 10 Years | +3.17 | 0.84 | 83.5% | 78.1% | 14.4% | 12.1% |
| 12 Years | +5.55 | 0.86 | 85.5% | 77.7% | 15.2% | 10.2% |
| 15 Years | +4.85 | 0.84 | 84.9% | 77.5% | 14.7% | 10.5% |