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 | +7.38 | 0.95 | 95.3% | 85.2% | -2.5% | -10.7% |
| 3 Years | +8.55 | 0.94 | 98.5% | 87.1% | 12.0% | 3.3% |
| 5 Years | +6.95 | 0.86 | 90.2% | 80.9% | 11.3% | 4.1% |
| 7 Years | +4.96 | 0.87 | 86.8% | 80.1% | 15.9% | 11.6% |
| 10 Years | +2.66 | 0.84 | 83.2% | 78.5% | 13.8% | 12.0% |
| 12 Years | +5.04 | 0.85 | 84.5% | 77.5% | 14.6% | 10.1% |
| 15 Years | +4.80 | 0.84 | 84.9% | 77.6% | 14.5% | 10.3% |