Union Retirement 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 | +9.57 | 1.00 | 105.3% | 94.0% | 11.7% | 2.1% |
| 3 Years | +8.17 | 0.98 | 99.6% | 88.9% | 19.3% | 11.2% |
| 5 Years | +4.17 | 0.96 | 96.6% | 88.0% | 11.5% | 7.3% |
| 7 Years | +2.83 | 0.96 | 96.6% | 88.0% | 8.1% | 5.2% |
| 10 Years | +1.86 | 0.96 | 96.6% | 88.0% | 5.6% | 3.6% |
| 12 Years | +1.50 | 0.96 | 96.6% | 88.0% | 4.6% | 3.0% |
| 15 Years | +1.13 | 0.96 | 96.6% | 88.0% | 3.7% | 2.4% |