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 | -0.59 | 0.64 | 63.2% | 61.1% | -1.8% | -5.6% |
| 3 Years | +1.73 | 0.56 | 58.6% | 52.6% | 8.3% | 6.6% |
| 5 Years | -0.18 | 0.56 | 58.6% | 52.6% | 4.9% | 3.9% |
| 7 Years | -0.96 | 0.56 | 58.6% | 52.6% | 3.5% | 2.8% |
| 10 Years | -1.55 | 0.56 | 58.6% | 52.6% | 2.4% | 1.9% |
| 12 Years | -1.78 | 0.56 | 58.6% | 52.6% | 2.0% | 1.6% |
| 15 Years | -2.00 | 0.56 | 58.6% | 52.6% | 1.6% | 1.3% |