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 | +8.48 | 1.03 | 107.6% | 96.3% | 9.3% | 1.0% |
| 3 Years | +6.46 | 1.02 | 101.3% | 92.9% | 18.0% | 11.4% |
| 5 Years | +5.47 | 0.95 | 94.2% | 87.0% | 16.5% | 11.3% |
| 7 Years | +5.53 | 0.90 | 91.0% | 84.2% | 15.7% | 10.6% |
| 10 Years | +3.53 | 0.90 | 91.0% | 84.2% | 10.7% | 7.3% |
| 12 Years | +2.79 | 0.90 | 91.0% | 84.2% | 8.9% | 6.0% |
| 15 Years | +2.07 | 0.90 | 91.0% | 84.2% | 7.0% | 4.8% |