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 | +12.84 | 0.94 | 98.6% | 81.5% | 2.5% | -11.4% |
| 3 Years | +5.25 | 0.98 | 97.4% | 90.2% | 10.5% | 5.3% |
| 5 Years | +3.78 | 0.93 | 92.6% | 87.3% | 8.4% | 4.4% |
| 7 Years | +5.05 | 0.90 | 92.0% | 86.2% | 14.9% | 10.2% |
| 10 Years | +3.42 | 0.90 | 91.9% | 85.9% | 10.9% | 7.6% |
| 12 Years | +2.70 | 0.90 | 91.9% | 85.9% | 9.0% | 6.3% |
| 15 Years | +1.99 | 0.90 | 91.9% | 85.9% | 7.1% | 5.0% |