UTI Nifty 500 Value 50 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 | +21.55 | 0.99 | 116.8% | 89.0% | 22.6% | 1.0% |
| 3 Years | +21.45 | 1.24 | 131.5% | 106.8% | 32.0% | 9.8% |
| 5 Years | +12.54 | 1.24 | 131.5% | 106.8% | 18.1% | 5.8% |
| 7 Years | +9.14 | 1.24 | 131.5% | 106.8% | 12.7% | 4.1% |
| 10 Years | +6.72 | 1.24 | 131.5% | 106.8% | 8.7% | 2.9% |
| 12 Years | +5.81 | 1.24 | 131.5% | 106.8% | 7.2% | 2.4% |
| 15 Years | +4.92 | 1.24 | 131.5% | 106.8% | 5.7% | 1.9% |