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 | +13.85 | 0.98 | 103.0% | 84.5% | 11.2% | -2.9% |
| 3 Years | +6.04 | 0.99 | 99.2% | 91.0% | 13.8% | 7.8% |
| 5 Years | +3.88 | 0.94 | 93.1% | 87.7% | 11.6% | 7.8% |
| 7 Years | +5.53 | 0.90 | 92.3% | 86.1% | 16.8% | 11.8% |
| 10 Years | +3.54 | 0.90 | 92.3% | 86.1% | 11.5% | 8.2% |
| 12 Years | +2.79 | 0.90 | 92.3% | 86.1% | 9.5% | 6.8% |
| 15 Years | +2.07 | 0.90 | 92.3% | 86.1% | 7.5% | 5.4% |