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 | +10.15 | 1.06 | 109.3% | 95.9% | 4.3% | -5.2% |
| 3 Years | +3.81 | 1.03 | 101.9% | 95.8% | 6.3% | 2.6% |
| 5 Years | +2.33 | 1.03 | 101.9% | 95.8% | 3.7% | 1.6% |
| 7 Years | +1.71 | 1.03 | 101.9% | 95.8% | 2.7% | 1.1% |
| 10 Years | +1.24 | 1.03 | 101.9% | 95.8% | 1.9% | 0.8% |
| 12 Years | +1.06 | 1.03 | 101.9% | 95.8% | 1.5% | 0.7% |
| 15 Years | +0.89 | 1.03 | 101.9% | 95.8% | 1.2% | 0.5% |