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 | +13.20 | 1.02 | 103.7% | 86.2% | 13.3% | 0.2% |
| 3 Years | +10.66 | 1.00 | 104.5% | 89.8% | 17.9% | 7.2% |
| 5 Years | +6.11 | 1.00 | 104.5% | 89.8% | 10.4% | 4.3% |
| 7 Years | +4.29 | 1.00 | 104.5% | 89.8% | 7.3% | 3.0% |
| 10 Years | +2.97 | 1.00 | 104.5% | 89.8% | 5.1% | 2.1% |
| 12 Years | +2.46 | 1.00 | 104.5% | 89.8% | 4.2% | 1.8% |
| 15 Years | +1.97 | 1.00 | 104.5% | 89.8% | 3.3% | 1.4% |