Union Largecap 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 | +2.93 | 1.01 | 99.8% | 95.9% | -0.5% | -3.4% |
| 3 Years | +2.21 | 1.00 | 98.8% | 96.0% | 8.9% | 6.7% |
| 5 Years | +1.16 | 0.98 | 96.9% | 95.3% | 10.3% | 9.2% |
| 7 Years | +1.44 | 0.97 | 96.6% | 94.9% | 12.7% | 11.4% |
| 10 Years | -0.26 | 0.97 | 95.6% | 95.6% | 9.5% | 9.9% |
| 12 Years | -0.26 | 0.97 | 95.6% | 95.6% | 7.9% | 8.2% |
| 15 Years | -0.25 | 0.97 | 95.6% | 95.6% | 6.3% | 6.5% |