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 | +2.06 | 0.88 | 88.8% | 85.8% | 2.8% | -0.1% |
| 3 Years | -0.07 | 0.84 | 84.1% | 83.2% | 17.1% | 19.2% |
| 5 Years | +3.10 | 0.82 | 83.6% | 80.0% | 17.2% | 15.8% |
| 7 Years | +1.40 | 0.81 | 82.4% | 79.6% | 15.8% | 16.3% |
| 10 Years | +0.57 | 0.81 | 82.4% | 79.6% | 10.8% | 11.2% |
| 12 Years | +0.25 | 0.81 | 82.4% | 79.6% | 8.9% | 9.2% |
| 15 Years | -0.06 | 0.81 | 82.4% | 79.6% | 7.1% | 7.3% |