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 | +16.45 | 0.95 | 104.7% | 83.3% | 13.6% | -3.4% |
| 3 Years | +20.04 | 1.21 | 127.3% | 104.5% | 26.7% | 6.7% |
| 5 Years | +12.04 | 1.20 | 126.3% | 103.9% | 17.5% | 5.7% |
| 7 Years | +8.71 | 1.20 | 126.3% | 103.9% | 12.2% | 4.0% |
| 10 Years | +6.37 | 1.20 | 126.3% | 103.9% | 8.4% | 2.8% |
| 12 Years | +5.49 | 1.20 | 126.3% | 103.9% | 7.0% | 2.3% |
| 15 Years | +4.62 | 1.20 | 126.3% | 103.9% | 5.5% | 1.9% |