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 | +5.34 | 0.84 | 90.0% | 69.3% | 0.3% | -7.2% |
| 3 Years | +1.14 | 0.84 | 90.0% | 69.3% | 0.1% | -2.5% |
| 5 Years | +0.28 | 0.84 | 90.0% | 69.3% | 0.1% | -1.5% |
| 7 Years | -0.10 | 0.84 | 90.0% | 69.3% | 0.1% | -1.1% |
| 10 Years | -0.39 | 0.84 | 90.0% | 69.3% | 0.0% | -0.7% |
| 12 Years | -0.49 | 0.84 | 90.0% | 69.3% | 0.0% | -0.6% |
| 15 Years | -0.60 | 0.84 | 90.0% | 69.3% | 0.0% | -0.5% |