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 |
|---|---|---|---|---|---|---|
| 5 Years | +1.28 | 0.99 | 56.0% | 33.9% | 10.0% | 8.8% |
| 7 Years | +0.87 | 0.99 | 56.0% | 33.9% | 7.1% | 6.2% |
| 10 Years | +0.58 | 0.99 | 56.0% | 33.9% | 4.9% | 4.3% |
| 12 Years | +0.48 | 0.99 | 56.0% | 33.9% | 4.1% | 3.6% |
| 15 Years | +0.36 | 0.99 | 56.0% | 33.9% | 3.2% | 2.9% |