Union Innovation and Opportunities 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 | +14.55 | 0.97 | 97.8% | 78.4% | 4.2% | -10.9% |
| 3 Years | +11.88 | 0.99 | 102.4% | 87.0% | 18.3% | 6.4% |
| 5 Years | +7.10 | 0.99 | 102.8% | 86.8% | 9.9% | 2.8% |
| 7 Years | +4.96 | 0.99 | 102.8% | 86.8% | 7.0% | 2.0% |
| 10 Years | +3.41 | 0.99 | 102.8% | 86.8% | 4.8% | 1.4% |
| 12 Years | +2.81 | 0.99 | 102.8% | 86.8% | 4.0% | 1.1% |
| 15 Years | +2.23 | 0.99 | 102.8% | 86.8% | 3.2% | 0.9% |