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 | +1.35 | 1.25 | 121.6% | 121.6% | -2.3% | -1.6% |
| 3 Years | +3.17 | 1.15 | 115.0% | 110.9% | 10.6% | 7.3% |
| 5 Years | +2.15 | 1.14 | 113.7% | 109.9% | 7.6% | 5.6% |
| 7 Years | +1.78 | 1.14 | 113.7% | 109.9% | 5.4% | 3.9% |
| 10 Years | +1.50 | 1.14 | 113.7% | 109.9% | 3.7% | 2.7% |
| 12 Years | +1.40 | 1.14 | 113.7% | 109.9% | 3.1% | 2.3% |
| 15 Years | +1.30 | 1.14 | 113.7% | 109.9% | 2.5% | 1.8% |