UTI Banking and Financial Services 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 | +5.40 | 1.11 | 105.7% | 100.1% | 3.2% | -1.4% |
| 3 Years | +5.19 | 1.06 | 102.0% | 94.6% | 15.3% | 9.9% |
| 5 Years | +3.25 | 1.07 | 103.6% | 99.0% | 13.6% | 10.1% |
| 7 Years | -0.67 | 1.17 | 112.6% | 113.3% | 10.8% | 10.7% |
| 10 Years | +0.28 | 1.16 | 113.4% | 113.0% | 13.0% | 11.8% |
| 12 Years | +1.37 | 1.16 | 113.8% | 112.4% | 13.3% | 11.1% |
| 15 Years | -0.00 | 1.19 | 116.3% | 116.7% | 10.3% | 9.7% |