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 | +15.28 | 1.09 | 102.1% | 82.1% | 8.7% | -5.6% |
| 3 Years | -0.33 | 1.12 | 101.0% | 102.6% | -1.7% | -0.5% |
| 5 Years | +0.12 | 1.12 | 101.0% | 102.6% | -1.0% | -0.3% |
| 7 Years | +0.31 | 1.12 | 101.0% | 102.6% | -0.7% | -0.2% |
| 10 Years | +0.45 | 1.12 | 101.0% | 102.6% | -0.5% | -0.1% |
| 12 Years | +0.51 | 1.12 | 101.0% | 102.6% | -0.4% | -0.1% |
| 15 Years | +0.56 | 1.12 | 101.0% | 102.6% | -0.3% | -0.1% |