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 | +10.75 | 1.00 | 102.6% | 88.7% | -0.7% | -11.4% |
| 3 Years | +6.47 | 1.02 | 101.4% | 93.0% | 11.7% | 5.3% |
| 5 Years | +4.87 | 0.95 | 93.7% | 87.3% | 9.4% | 4.4% |
| 7 Years | +6.69 | 0.90 | 91.2% | 83.5% | 16.0% | 9.6% |
| 10 Years | +4.32 | 0.90 | 91.2% | 83.5% | 10.9% | 6.6% |
| 12 Years | +3.44 | 0.90 | 91.2% | 83.5% | 9.0% | 5.5% |
| 15 Years | +2.57 | 0.90 | 91.2% | 83.5% | 7.2% | 4.4% |