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 | +3.52 | 1.00 | 100.2% | 95.4% | 0.6% | -2.9% |
| 3 Years | +2.18 | 1.00 | 99.2% | 96.3% | 9.9% | 7.8% |
| 5 Years | +1.41 | 0.98 | 97.1% | 95.2% | 9.2% | 7.8% |
| 7 Years | +1.53 | 0.97 | 96.7% | 94.9% | 13.2% | 11.8% |
| 10 Years | -0.13 | 0.97 | 95.7% | 95.5% | 9.6% | 9.9% |
| 12 Years | -0.15 | 0.97 | 95.7% | 95.5% | 8.0% | 8.2% |
| 15 Years | -0.16 | 0.97 | 95.7% | 95.5% | 6.3% | 6.5% |