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 | +3.69 | 0.99 | 99.9% | 94.2% | -1.1% | -4.8% |
| 3 Years | +8.77 | 0.88 | 93.2% | 81.3% | 14.8% | 6.0% |
| 5 Years | +5.18 | 0.84 | 86.7% | 79.6% | 13.3% | 8.5% |
| 7 Years | +4.80 | 0.87 | 85.8% | 79.3% | 16.4% | 12.4% |
| 10 Years | +2.43 | 0.85 | 83.1% | 78.5% | 14.1% | 12.6% |
| 12 Years | +2.72 | 0.85 | 83.6% | 78.9% | 12.9% | 10.8% |
| 15 Years | +2.28 | 0.84 | 82.6% | 78.1% | 12.3% | 10.7% |