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 | +8.50 | 1.00 | 103.9% | 93.3% | 10.6% | 2.1% |
| 3 Years | +3.72 | 1.00 | 98.4% | 93.0% | 14.9% | 11.2% |
| 5 Years | +2.71 | 0.94 | 93.2% | 89.2% | 13.6% | 11.1% |
| 7 Years | +3.86 | 0.91 | 92.1% | 87.4% | 15.3% | 12.0% |
| 10 Years | +2.41 | 0.91 | 92.1% | 87.4% | 10.5% | 8.2% |
| 12 Years | +1.88 | 0.91 | 92.1% | 87.4% | 8.7% | 6.8% |
| 15 Years | +1.36 | 0.91 | 92.1% | 87.4% | 6.9% | 5.4% |