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 | +1.43 | 0.63 | 65.3% | 60.5% | 5.0% | 1.9% |
| 3 Years | +1.37 | 0.59 | 60.0% | 54.7% | 10.9% | 11.7% |
| 5 Years | +0.48 | 0.47 | 49.0% | 44.5% | 9.2% | 11.3% |
| 7 Years | +1.79 | 0.54 | 52.3% | 47.1% | 10.9% | 11.3% |
| 10 Years | +0.51 | 0.53 | 50.2% | 45.3% | 8.2% | 8.8% |
| 12 Years | -0.10 | 0.53 | 50.2% | 45.3% | 6.8% | 7.2% |
| 15 Years | -0.70 | 0.53 | 50.2% | 45.3% | 5.4% | 5.8% |