UTI BSE Housing Index 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 | +0.84 | 1.25 | 120.8% | 121.3% | -4.7% | -3.1% |
| 3 Years | +2.20 | 1.14 | 113.8% | 111.3% | 11.2% | 8.7% |
| 5 Years | +1.85 | 1.14 | 114.3% | 111.1% | 7.0% | 5.3% |
| 7 Years | +1.57 | 1.14 | 114.3% | 111.1% | 4.9% | 3.8% |
| 10 Years | +1.37 | 1.14 | 114.3% | 111.1% | 3.4% | 2.6% |
| 12 Years | +1.30 | 1.14 | 114.3% | 111.1% | 2.9% | 2.2% |
| 15 Years | +1.22 | 1.14 | 114.3% | 111.1% | 2.3% | 1.7% |