Union Business Cycle 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 | +10.81 | 1.07 | 110.9% | 97.0% | 5.7% | -4.4% |
| 3 Years | +3.70 | 1.03 | 102.6% | 96.5% | 6.3% | 2.7% |
| 5 Years | +2.28 | 1.03 | 102.6% | 96.5% | 3.7% | 1.6% |
| 7 Years | +1.69 | 1.03 | 102.6% | 96.5% | 2.7% | 1.2% |
| 10 Years | +1.24 | 1.03 | 102.6% | 96.5% | 1.9% | 0.8% |
| 12 Years | +1.06 | 1.03 | 102.6% | 96.5% | 1.5% | 0.7% |
| 15 Years | +0.90 | 1.03 | 102.6% | 96.5% | 1.2% | 0.5% |