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 | +7.38 | 0.98 | 100.7% | 91.0% | -5.0% | -12.7% |
| 3 Years | +5.51 | 0.98 | 98.4% | 91.5% | 11.0% | 5.4% |
| 5 Years | +4.57 | 0.95 | 95.5% | 87.3% | 10.3% | 5.7% |
| 7 Years | +3.10 | 0.95 | 95.5% | 87.3% | 7.3% | 4.1% |
| 10 Years | +2.03 | 0.95 | 95.5% | 87.3% | 5.0% | 2.8% |
| 12 Years | +1.63 | 0.95 | 95.5% | 87.3% | 4.2% | 2.4% |
| 15 Years | +1.23 | 0.95 | 95.5% | 87.3% | 3.3% | 1.9% |