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 | +18.05 | 0.93 | 104.4% | 80.7% | 15.8% | -2.9% |
| 3 Years | +17.47 | 1.21 | 126.4% | 106.5% | 25.5% | 7.8% |
| 5 Years | +11.98 | 1.20 | 125.4% | 103.5% | 17.4% | 5.6% |
| 7 Years | +8.66 | 1.20 | 125.4% | 103.5% | 12.1% | 4.0% |
| 10 Years | +6.33 | 1.20 | 125.4% | 103.5% | 8.3% | 2.8% |
| 12 Years | +5.45 | 1.20 | 125.4% | 103.5% | 6.9% | 2.3% |
| 15 Years | +4.58 | 1.20 | 125.4% | 103.5% | 5.5% | 1.8% |