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 | +0.49 | 0.41 | 42.8% | 37.5% | 4.3% | -0.1% |
| 3 Years | +3.02 | 0.41 | 44.5% | 35.9% | 10.1% | 7.8% |
| 5 Years | +2.75 | 0.39 | 42.5% | 34.7% | 10.1% | 8.6% |
| 7 Years | +2.94 | 0.37 | 41.4% | 34.7% | 11.6% | 12.4% |
| 10 Years | +1.27 | 0.37 | 41.3% | 35.7% | 9.4% | 10.9% |
| 12 Years | +1.09 | 0.37 | 40.6% | 35.1% | 9.0% | 10.2% |
| 15 Years | -0.06 | 0.38 | 40.3% | 35.6% | 7.7% | 9.8% |