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 +9.54 1.12 113.8% 101.6% 5.3% -3.1%
3 Years +10.56 1.15 116.2% 104.0% 18.0% 7.3%
5 Years +4.32 1.07 103.7% 98.1% 13.6% 9.1%
7 Years +4.68 0.91 95.5% 90.3% 15.3% 11.1%
10 Years +1.91 0.92 95.1% 91.9% 10.3% 8.6%
12 Years +1.48 0.92 95.1% 91.9% 8.6% 7.1%
15 Years +1.06 0.92 95.1% 91.9% 6.8% 5.7%