UTI Retirement 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 | -0.19 | 0.41 | 42.3% | 37.7% | 1.7% | -4.7% |
| 3 Years | +3.16 | 0.41 | 44.7% | 35.8% | 10.6% | 8.8% |
| 5 Years | +2.89 | 0.39 | 42.6% | 34.5% | 10.3% | 8.7% |
| 7 Years | +2.22 | 0.39 | 42.4% | 34.2% | 11.2% | 12.9% |
| 10 Years | +0.30 | 0.39 | 42.4% | 34.2% | 7.7% | 8.8% |
| 12 Years | -0.43 | 0.39 | 42.4% | 34.2% | 6.4% | 7.3% |
| 15 Years | -1.16 | 0.39 | 42.4% | 34.2% | 5.1% | 5.8% |