UTI Nifty 500 Shariah Index 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 | +3.49 | 0.82 | 85.4% | 73.4% | 1.6% | -3.7% |
| 3 Years | +0.39 | 0.82 | 85.4% | 73.4% | 0.5% | -1.3% |
| 5 Years | -0.24 | 0.82 | 85.4% | 73.4% | 0.3% | -0.8% |
| 7 Years | -0.51 | 0.82 | 85.4% | 73.4% | 0.2% | -0.5% |
| 10 Years | -0.71 | 0.82 | 85.4% | 73.4% | 0.2% | -0.4% |
| 12 Years | -0.79 | 0.82 | 85.4% | 73.4% | 0.1% | -0.3% |
| 15 Years | -0.87 | 0.82 | 85.4% | 73.4% | 0.1% | -0.3% |