Union ELSS Tax Saver 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 | +4.81 | 1.00 | 101.3% | 94.4% | 5.8% | 1.0% |
| 3 Years | +4.80 | 0.98 | 97.2% | 90.4% | 16.1% | 11.4% |
| 5 Years | +4.43 | 0.95 | 94.6% | 88.7% | 15.4% | 11.3% |
| 7 Years | +4.86 | 0.91 | 92.6% | 87.1% | 15.6% | 11.2% |
| 10 Years | +2.28 | 0.91 | 91.0% | 87.6% | 13.7% | 11.9% |
| 12 Years | +2.62 | 0.91 | 91.4% | 87.8% | 13.4% | 11.2% |
| 15 Years | +2.20 | 0.90 | 90.3% | 86.7% | 11.7% | 9.8% |