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 | +1.04 | 1.24 | 120.0% | 117.4% | -4.1% | -2.9% |
| 3 Years | +3.06 | 1.15 | 114.7% | 111.0% | 11.0% | 7.8% |
| 5 Years | +2.39 | 1.13 | 113.4% | 109.0% | 7.6% | 5.4% |
| 7 Years | +1.93 | 1.13 | 113.4% | 109.0% | 5.4% | 3.8% |
| 10 Years | +1.60 | 1.13 | 113.4% | 109.0% | 3.7% | 2.6% |
| 12 Years | +1.48 | 1.13 | 113.4% | 109.0% | 3.1% | 2.2% |
| 15 Years | +1.35 | 1.13 | 113.4% | 109.0% | 2.5% | 1.8% |