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 | +3.43 | 0.66 | 68.3% | 61.0% | 3.7% | -2.9% |
| 3 Years | +2.38 | 0.60 | 62.1% | 55.9% | 9.6% | 7.8% |
| 5 Years | +1.35 | 0.49 | 51.3% | 45.9% | 8.5% | 7.8% |
| 7 Years | +1.76 | 0.55 | 53.6% | 48.5% | 11.2% | 11.8% |
| 10 Years | +0.90 | 0.53 | 50.8% | 45.6% | 8.5% | 8.6% |
| 12 Years | +0.21 | 0.53 | 50.8% | 45.6% | 7.0% | 7.1% |
| 15 Years | -0.46 | 0.53 | 50.8% | 45.6% | 5.6% | 5.6% |