Benchmark Comparison Data
vs NIFTY 50
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UTI Nifty Next 50 Index Fund Direct · Growth

Fund vs NIFTY 50

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 +11.73 1.12 114.3% 99.2% 5.4% -4.9%
3 Years +10.52 1.15 115.5% 103.1% 18.7% 8.0%
5 Years +4.52 1.06 102.8% 96.8% 13.0% 8.4%
7 Years +4.93 0.91 95.4% 89.9% 14.6% 10.0%
10 Years +2.01 0.92 94.9% 91.5% 10.1% 8.2%
12 Years +1.56 0.92 94.9% 91.5% 8.3% 6.8%
15 Years +1.12 0.92 94.9% 91.5% 6.6% 5.4%