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 | +7.96 | 1.05 | 105.5% | 94.5% | 2.5% | -4.9% |
| 3 Years | +6.57 | 1.02 | 101.5% | 92.8% | 14.6% | 8.0% |
| 5 Years | +5.78 | 0.95 | 94.3% | 86.5% | 14.1% | 8.4% |
| 7 Years | +5.92 | 0.90 | 91.0% | 83.8% | 15.5% | 9.9% |
| 10 Years | +3.80 | 0.90 | 91.0% | 83.8% | 10.6% | 6.9% |
| 12 Years | +3.01 | 0.90 | 91.0% | 83.8% | 8.8% | 5.7% |
| 15 Years | +2.24 | 0.90 | 91.0% | 83.8% | 7.0% | 4.5% |