Union Focused 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 | +12.15 | 1.01 | 103.5% | 87.0% | 7.2% | -4.9% |
| 3 Years | +5.31 | 1.00 | 98.6% | 91.2% | 13.3% | 8.0% |
| 5 Years | +4.17 | 0.94 | 93.2% | 87.4% | 12.4% | 8.4% |
| 7 Years | +4.74 | 0.91 | 92.0% | 86.5% | 15.6% | 11.4% |
| 10 Years | +3.02 | 0.91 | 92.0% | 86.5% | 10.7% | 7.8% |
| 12 Years | +2.38 | 0.91 | 92.0% | 86.5% | 8.8% | 6.5% |
| 15 Years | +1.74 | 0.91 | 92.0% | 86.5% | 7.0% | 5.2% |