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 | +12.31 | 1.00 | 105.3% | 89.1% | 9.4% | -2.9% |
| 3 Years | +7.83 | 0.98 | 100.2% | 90.0% | 15.6% | 7.8% |
| 5 Years | +5.66 | 0.95 | 96.6% | 86.3% | 12.8% | 7.2% |
| 7 Years | +3.85 | 0.95 | 96.6% | 86.3% | 9.0% | 5.1% |
| 10 Years | +2.54 | 0.95 | 96.6% | 86.3% | 6.2% | 3.5% |
| 12 Years | +2.05 | 0.95 | 96.6% | 86.3% | 5.1% | 2.9% |
| 15 Years | +1.56 | 0.95 | 96.6% | 86.3% | 4.1% | 2.3% |