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 | +5.56 | 0.95 | 99.5% | 91.1% | 3.3% | -2.8% |
| 3 Years | +8.67 | 0.92 | 97.3% | 85.8% | 18.8% | 10.4% |
| 5 Years | +7.19 | 0.85 | 89.6% | 80.3% | 17.4% | 10.8% |
| 7 Years | +4.57 | 0.87 | 85.8% | 79.4% | 15.6% | 11.7% |
| 10 Years | +4.28 | 0.84 | 83.2% | 76.7% | 16.2% | 13.0% |
| 12 Years | +5.87 | 0.86 | 85.9% | 78.1% | 17.1% | 12.1% |
| 15 Years | +4.40 | 0.84 | 84.8% | 77.7% | 14.5% | 10.8% |