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 | +5.18 | 0.83 | 86.8% | 72.4% | 2.9% | -4.1% |
| 3 Years | +0.98 | 0.83 | 86.8% | 72.4% | 1.0% | -1.4% |
| 5 Years | +0.14 | 0.83 | 86.8% | 72.4% | 0.6% | -0.8% |
| 7 Years | -0.22 | 0.83 | 86.8% | 72.4% | 0.4% | -0.6% |
| 10 Years | -0.50 | 0.83 | 86.8% | 72.4% | 0.3% | -0.4% |
| 12 Years | -0.60 | 0.83 | 86.8% | 72.4% | 0.2% | -0.3% |
| 15 Years | -0.71 | 0.83 | 86.8% | 72.4% | 0.2% | -0.3% |