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 | +3.95 | 0.97 | 95.4% | 90.0% | -6.3% | -10.7% |
| 3 Years | +7.80 | 0.89 | 93.5% | 83.0% | 11.4% | 3.3% |
| 5 Years | +5.15 | 0.85 | 87.3% | 80.1% | 9.6% | 4.1% |
| 7 Years | +5.09 | 0.87 | 86.3% | 79.6% | 16.0% | 11.6% |
| 10 Years | +1.97 | 0.85 | 82.5% | 78.7% | 13.2% | 12.0% |
| 12 Years | +2.58 | 0.85 | 83.4% | 79.0% | 12.1% | 10.1% |
| 15 Years | +2.25 | 0.84 | 82.5% | 78.1% | 11.9% | 10.3% |