Benchmark Comparison Data
vs NIFTY 50
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UTI Dividend Yield 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 +2.88 0.81 84.5% 79.0% 0.3% -4.7%
3 Years +8.84 0.89 94.3% 82.5% 17.4% 8.8%
5 Years +5.21 0.86 88.8% 81.6% 13.6% 8.7%
7 Years +6.15 0.79 84.1% 77.0% 16.0% 10.7%
10 Years +4.26 0.80 84.3% 78.5% 14.8% 11.5%
12 Years +3.57 0.82 85.3% 80.3% 13.0% 10.1%
15 Years +2.81 0.82 85.2% 80.7% 11.9% 9.7%