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 | +3.25 | 0.99 | 98.8% | 93.4% | -2.3% | -5.7% |
| 3 Years | +7.69 | 0.87 | 91.0% | 80.4% | 15.0% | 7.5% |
| 5 Years | +4.69 | 0.84 | 86.0% | 79.3% | 13.1% | 8.8% |
| 7 Years | +4.31 | 0.86 | 85.3% | 79.2% | 15.1% | 11.4% |
| 10 Years | +2.23 | 0.84 | 82.6% | 78.2% | 13.9% | 12.6% |
| 12 Years | +2.78 | 0.85 | 83.4% | 78.7% | 12.9% | 10.7% |
| 15 Years | +1.99 | 0.84 | 82.3% | 78.1% | 11.9% | 10.6% |