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 | -0.20 | 0.63 | 62.9% | 60.2% | 2.8% | 1.0% |
| 3 Years | +1.93 | 0.55 | 58.5% | 51.8% | 9.3% | 8.1% |
| 5 Years | -0.06 | 0.55 | 58.5% | 51.8% | 5.5% | 4.8% |
| 7 Years | -0.90 | 0.55 | 58.5% | 51.8% | 3.9% | 3.4% |
| 10 Years | -1.51 | 0.55 | 58.5% | 51.8% | 2.7% | 2.4% |
| 12 Years | -1.75 | 0.55 | 58.5% | 51.8% | 2.3% | 2.0% |
| 15 Years | -1.99 | 0.55 | 58.5% | 51.8% | 1.8% | 1.6% |