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 | +5.08 | 0.97 | 92.5% | 85.2% | -6.9% | -12.7% |
| 3 Years | +6.64 | 0.92 | 91.3% | 81.7% | 10.9% | 4.0% |
| 5 Years | +5.32 | 0.87 | 87.0% | 79.4% | 10.5% | 5.0% |
| 7 Years | +4.91 | 0.90 | 88.2% | 81.6% | 15.3% | 10.9% |
| 10 Years | +3.02 | 0.89 | 86.8% | 80.7% | 11.1% | 8.2% |
| 12 Years | +2.36 | 0.89 | 86.8% | 80.7% | 9.1% | 6.8% |
| 15 Years | +1.71 | 0.89 | 86.8% | 80.7% | 7.2% | 5.4% |