Benchmark Comparison Data
vs NIFTY 50
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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 +6.88 0.95 99.8% 90.5% 6.6% -0.6%
3 Years +11.58 0.95 101.6% 87.3% 22.2% 10.9%
5 Years +8.66 0.92 96.1% 85.6% 19.3% 11.0%
7 Years +6.79 0.89 93.5% 86.3% 17.4% 11.1%
10 Years +3.94 0.90 93.1% 88.3% 15.3% 11.9%
12 Years +4.51 0.90 93.6% 88.2% 15.2% 11.1%
15 Years +3.53 0.89 92.4% 87.4% 12.9% 9.7%