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 | +6.63 | 1.13 | 113.7% | 105.1% | -4.4% | -9.0% |
| 3 Years | +5.17 | 1.07 | 104.4% | 97.5% | 12.2% | 7.0% |
| 5 Years | +3.92 | 1.06 | 103.5% | 98.3% | 9.4% | 5.5% |
| 7 Years | +0.14 | 1.15 | 111.6% | 111.2% | 10.8% | 10.1% |
| 10 Years | -0.88 | 1.16 | 112.2% | 113.0% | 10.4% | 10.7% |
| 12 Years | +1.21 | 1.16 | 113.0% | 111.7% | 10.6% | 9.0% |
| 15 Years | +0.16 | 1.19 | 116.1% | 116.3% | 10.2% | 9.5% |