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 | +9.82 | 1.02 | 105.3% | 91.9% | 4.0% | -5.6% |
| 3 Years | +8.18 | 0.98 | 99.8% | 89.0% | 16.1% | 7.9% |
| 5 Years | +4.79 | 0.96 | 96.4% | 87.0% | 11.2% | 6.5% |
| 7 Years | +3.25 | 0.96 | 96.4% | 87.0% | 7.9% | 4.6% |
| 10 Years | +2.15 | 0.96 | 96.4% | 87.0% | 5.5% | 3.2% |
| 12 Years | +1.74 | 0.96 | 96.4% | 87.0% | 4.5% | 2.6% |
| 15 Years | +1.32 | 0.96 | 96.4% | 87.0% | 3.6% | 2.1% |