Benchmark Comparison Data · vs NIFTY50 VALUE 20
Benchmark Comparison Data
vs NIFTY50 VALUE 20
Union Value Fund Direct · Growth
Fund vs NIFTY50 VALUE 20
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 | +8.50 | 0.95 | 97.5% | 87.2% | 7.5% | -1.4% |
| 3 Years | +8.93 | 0.90 | 91.8% | 79.7% | 19.5% | 11.0% |
| 5 Years | +6.77 | 0.87 | 88.7% | 79.7% | 17.5% | 11.3% |
| 7 Years | +4.52 | 0.90 | 88.0% | 81.9% | 16.1% | 12.2% |
| 10 Years | +2.60 | 0.89 | 87.2% | 81.4% | 11.5% | 9.2% |
| 12 Years | +2.01 | 0.89 | 87.2% | 81.4% | 9.5% | 7.6% |
| 15 Years | +1.43 | 0.89 | 87.2% | 81.4% | 7.5% | 6.1% |