Benchmark Comparison Data · vs NIFTY50 VALUE 20
Benchmark Comparison Data
vs NIFTY50 VALUE 20
UTI Value Fund Direct · Growth
Fund vs NIFTY50 VALUE 20
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 | +2.96 | 0.95 | 96.9% | 92.6% | 5.4% | 2.2% |
| 3 Years | +7.79 | 0.86 | 90.2% | 79.4% | 18.5% | 11.4% |
| 5 Years | +5.49 | 0.84 | 86.5% | 79.0% | 16.0% | 11.3% |
| 7 Years | +4.27 | 0.86 | 85.1% | 79.2% | 15.7% | 12.2% |
| 10 Years | +2.46 | 0.84 | 82.3% | 77.7% | 14.7% | 13.3% |
| 12 Years | +2.67 | 0.85 | 83.2% | 78.6% | 14.2% | 12.4% |
| 15 Years | +1.86 | 0.84 | 82.2% | 78.1% | 12.1% | 11.0% |