Union Active Momentum 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 | +4.57 | 1.04 | 95.7% | 88.9% | 5.3% | 1.0% |
| 3 Years | -4.13 | 1.14 | 98.5% | 111.8% | -4.0% | 0.9% |
| 5 Years | -2.12 | 1.14 | 98.5% | 111.8% | -2.5% | 0.5% |
| 7 Years | -1.25 | 1.14 | 98.5% | 111.8% | -1.8% | 0.4% |
| 10 Years | -0.60 | 1.14 | 98.5% | 111.8% | -1.2% | 0.3% |
| 12 Years | -0.34 | 1.14 | 98.5% | 111.8% | -1.0% | 0.2% |
| 15 Years | -0.09 | 1.14 | 98.5% | 111.8% | -0.8% | 0.2% |