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 | +9.41 | 1.00 | 101.4% | 89.5% | -2.6% | -12.0% |
| 3 Years | +4.01 | 1.01 | 99.5% | 93.6% | 5.3% | 1.4% |
| 5 Years | +2.40 | 1.01 | 99.5% | 93.6% | 3.2% | 0.8% |
| 7 Years | +1.72 | 1.01 | 99.5% | 93.6% | 2.3% | 0.6% |
| 10 Years | +1.23 | 1.01 | 99.5% | 93.6% | 1.6% | 0.4% |
| 12 Years | +1.03 | 1.01 | 99.5% | 93.6% | 1.3% | 0.3% |
| 15 Years | +0.84 | 1.01 | 99.5% | 93.6% | 1.1% | 0.3% |