Union Balanced Advantage 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 | +2.20 | 0.66 | 67.0% | 61.3% | 2.4% | -3.1% |
| 3 Years | +1.59 | 0.60 | 61.0% | 55.6% | 9.4% | 8.7% |
| 5 Years | +0.76 | 0.48 | 50.2% | 45.3% | 8.4% | 8.9% |
| 7 Years | +1.77 | 0.55 | 52.9% | 47.8% | 10.7% | 10.9% |
| 10 Years | +0.62 | 0.53 | 50.5% | 45.5% | 8.2% | 8.5% |
| 12 Years | -0.02 | 0.53 | 50.5% | 45.5% | 6.8% | 7.1% |
| 15 Years | -0.64 | 0.53 | 50.5% | 45.5% | 5.4% | 5.6% |