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 | +1.64 | 0.66 | 67.1% | 62.0% | -3.4% | -10.9% |
| 3 Years | +1.36 | 0.61 | 62.0% | 57.2% | 7.8% | 6.4% |
| 5 Years | +1.03 | 0.50 | 52.2% | 47.4% | 6.9% | 5.2% |
| 7 Years | +1.33 | 0.56 | 54.0% | 49.4% | 9.8% | 10.0% |
| 10 Years | +0.68 | 0.53 | 50.9% | 46.1% | 8.0% | 8.1% |
| 12 Years | +0.04 | 0.53 | 50.9% | 46.1% | 6.6% | 6.7% |
| 15 Years | -0.59 | 0.53 | 50.9% | 46.1% | 5.3% | 5.3% |