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	+5.51	0.98	98.4%	90.0%	0.2%	-5.5%
3 Years	+8.46	0.89	93.7%	82.2%	14.5%	6.0%
5 Years	+5.75	0.84	87.1%	79.2%	12.4%	6.7%
7 Years	+5.53	0.87	86.0%	78.7%	17.2%	12.5%
10 Years	+2.44	0.85	83.0%	78.4%	13.7%	12.1%
12 Years	+2.98	0.85	83.7%	78.8%	12.6%	10.2%
15 Years	+2.39	0.84	82.6%	78.0%	12.3%	10.5%