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 | +11.67 | 1.04 | 108.5% | 93.2% | 8.4% | -2.9% |
| 3 Years | +4.49 | 1.03 | 102.1% | 95.1% | 7.6% | 3.2% |
| 5 Years | +2.71 | 1.03 | 102.1% | 95.1% | 4.5% | 1.9% |
| 7 Years | +1.96 | 1.03 | 102.1% | 95.1% | 3.2% | 1.4% |
| 10 Years | +1.42 | 1.03 | 102.1% | 95.1% | 2.2% | 0.9% |
| 12 Years | +1.21 | 1.03 | 102.1% | 95.1% | 1.8% | 0.8% |
| 15 Years | +0.99 | 1.03 | 102.1% | 95.1% | 1.5% | 0.6% |