Benchmark Comparison Data · vs NIFTY SMALLCAP 250
Benchmark Comparison Data
vs NIFTY SMALLCAP 250
UTI Small Cap Fund Direct · Growth
Fund vs NIFTY SMALLCAP 250
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 | +0.66 | 0.90 | 90.5% | 89.2% | 9.1% | 8.7% |
| 3 Years | +1.40 | 0.84 | 85.5% | 83.6% | 17.1% | 17.4% |
| 5 Years | +2.76 | 0.82 | 84.1% | 80.8% | 17.1% | 16.0% |
| 7 Years | +1.72 | 0.81 | 82.9% | 79.9% | 17.2% | 17.5% |
| 10 Years | +0.79 | 0.81 | 82.9% | 79.9% | 11.7% | 12.0% |
| 12 Years | +0.45 | 0.81 | 82.9% | 79.9% | 9.7% | 9.9% |
| 15 Years | +0.10 | 0.81 | 82.9% | 79.9% | 7.7% | 7.8% |