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 | +4.37 | 0.94 | 94.4% | 87.5% | -3.7% | -9.0% |
| 3 Years | +7.38 | 0.94 | 97.8% | 88.2% | 14.3% | 7.0% |
| 5 Years | +6.68 | 0.92 | 94.8% | 86.0% | 12.3% | 5.5% |
| 7 Years | +7.57 | 0.88 | 92.7% | 84.5% | 17.3% | 10.1% |
| 10 Years | +3.49 | 0.90 | 92.7% | 88.3% | 13.7% | 10.7% |
| 12 Years | +3.82 | 0.90 | 92.9% | 88.1% | 12.6% | 9.0% |
| 15 Years | +3.54 | 0.89 | 92.1% | 87.3% | 12.7% | 9.5% |