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 | +12.26 | 0.98 | 102.5% | 86.2% | 9.0% | -3.4% |
| 3 Years | +5.59 | 0.99 | 98.7% | 91.0% | 12.2% | 6.7% |
| 5 Years | +2.95 | 0.93 | 92.3% | 87.9% | 11.9% | 9.2% |
| 7 Years | +5.11 | 0.90 | 92.1% | 86.3% | 16.5% | 11.9% |
| 10 Years | +3.25 | 0.90 | 92.1% | 86.3% | 11.3% | 8.2% |
| 12 Years | +2.57 | 0.90 | 92.1% | 86.3% | 9.3% | 6.8% |
| 15 Years | +1.89 | 0.90 | 92.1% | 86.3% | 7.4% | 5.4% |