UTI Balanced Advantage Fund Direct · Growth
Fund vs NIFTY 50
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 | +0.22 | 0.64 | 64.3% | 61.0% | 0.4% | -3.4% |
| 3 Years | +2.33 | 0.56 | 59.3% | 52.7% | 9.6% | 7.9% |
| 5 Years | +0.19 | 0.56 | 59.3% | 52.7% | 5.7% | 4.7% |
| 7 Years | -0.70 | 0.56 | 59.3% | 52.7% | 4.0% | 3.3% |
| 10 Years | -1.36 | 0.56 | 59.3% | 52.7% | 2.8% | 2.3% |
| 12 Years | -1.61 | 0.56 | 59.3% | 52.7% | 2.3% | 1.9% |
| 15 Years | -1.87 | 0.56 | 59.3% | 52.7% | 1.9% | 1.5% |