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 | +1.16 | 0.64 | 65.3% | 60.7% | 1.6% | -2.9% |
| 3 Years | +2.67 | 0.56 | 59.6% | 52.9% | 9.9% | 7.8% |
| 5 Years | +0.39 | 0.56 | 59.6% | 52.9% | 5.8% | 4.6% |
| 7 Years | -0.56 | 0.56 | 59.6% | 52.9% | 4.1% | 3.3% |
| 10 Years | -1.26 | 0.56 | 59.6% | 52.9% | 2.9% | 2.3% |
| 12 Years | -1.53 | 0.56 | 59.6% | 52.9% | 2.4% | 1.9% |
| 15 Years | -1.79 | 0.56 | 59.6% | 52.9% | 1.9% | 1.5% |