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 | +0.13 | 0.78 | 79.1% | 77.8% | 0.1% | -1.9% |
| 3 Years | +5.64 | 0.87 | 89.7% | 82.0% | 14.2% | 8.8% |
| 5 Years | +3.81 | 0.85 | 87.6% | 81.8% | 10.5% | 6.7% |
| 7 Years | +5.44 | 0.80 | 83.8% | 77.3% | 15.6% | 11.1% |
| 10 Years | +3.64 | 0.79 | 83.1% | 78.0% | 14.0% | 11.4% |
| 12 Years | +3.15 | 0.82 | 84.5% | 79.9% | 12.2% | 9.6% |
| 15 Years | +2.67 | 0.82 | 84.9% | 80.6% | 12.0% | 10.0% |