UTI Large and Mid Cap 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 | +7.46 | 0.96 | 98.8% | 88.7% | 7.3% | -0.4% |
| 3 Years | +9.67 | 0.95 | 100.2% | 88.0% | 17.6% | 8.0% |
| 5 Years | +7.03 | 0.92 | 95.0% | 86.4% | 15.5% | 8.7% |
| 7 Years | +7.63 | 0.89 | 93.4% | 85.5% | 19.4% | 12.4% |
| 10 Years | +3.96 | 0.90 | 93.2% | 88.3% | 14.6% | 11.2% |
| 12 Years | +4.30 | 0.90 | 93.4% | 88.2% | 14.1% | 10.2% |
| 15 Years | +3.70 | 0.89 | 92.3% | 87.3% | 13.2% | 9.9% |