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 | -1.32 | 0.41 | 40.9% | 38.2% | 1.8% | -1.9% |
| 3 Years | +1.81 | 0.41 | 43.3% | 36.3% | 9.3% | 8.8% |
| 5 Years | +1.96 | 0.39 | 42.1% | 35.2% | 8.6% | 6.7% |
| 7 Years | +2.98 | 0.37 | 41.3% | 34.5% | 11.2% | 11.1% |
| 10 Years | +0.82 | 0.37 | 41.0% | 35.9% | 9.2% | 11.4% |
| 12 Years | +1.53 | 0.37 | 41.2% | 35.3% | 9.2% | 9.6% |
| 15 Years | -0.15 | 0.38 | 40.2% | 35.7% | 7.7% | 10.0% |