Union Large and Mid Cap 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 | +12.27 | 1.03 | 106.7% | 90.5% | 9.1% | -2.9% |
| 3 Years | +7.37 | 1.03 | 103.0% | 93.6% | 15.2% | 7.8% |
| 5 Years | +6.03 | 0.96 | 95.0% | 87.1% | 13.8% | 7.8% |
| 7 Years | +6.95 | 0.90 | 91.5% | 83.5% | 17.0% | 10.4% |
| 10 Years | +4.48 | 0.90 | 91.5% | 83.5% | 11.6% | 7.2% |
| 12 Years | +3.57 | 0.90 | 91.5% | 83.5% | 9.6% | 6.0% |
| 15 Years | +2.68 | 0.90 | 91.5% | 83.5% | 7.6% | 4.7% |