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 | +25.44 | 0.97 | 113.5% | 81.1% | 20.2% | -5.6% |
| 3 Years | +23.02 | 1.22 | 130.2% | 104.3% | 31.2% | 7.9% |
| 5 Years | +13.47 | 1.22 | 129.7% | 103.8% | 18.0% | 4.9% |
| 7 Years | +9.76 | 1.22 | 129.7% | 103.8% | 12.6% | 3.5% |
| 10 Years | +7.11 | 1.22 | 129.7% | 103.8% | 8.6% | 2.4% |
| 12 Years | +6.12 | 1.22 | 129.7% | 103.8% | 7.2% | 2.0% |
| 15 Years | +5.14 | 1.22 | 129.7% | 103.8% | 5.7% | 1.6% |