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 | +21.65 | 0.96 | 98.7% | 73.2% | 10.0% | -12.4% |
| 3 Years | -0.01 | 1.02 | 93.4% | 92.4% | -1.6% | -1.5% |
| 5 Years | +0.03 | 1.02 | 93.4% | 92.4% | -1.0% | -0.9% |
| 7 Years | +0.07 | 1.02 | 93.4% | 92.4% | -0.7% | -0.6% |
| 10 Years | +0.09 | 1.02 | 93.4% | 92.4% | -0.5% | -0.5% |
| 12 Years | +0.08 | 1.02 | 93.4% | 92.4% | -0.4% | -0.4% |
| 15 Years | +0.10 | 1.02 | 93.4% | 92.4% | -0.3% | -0.3% |