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 | +10.80 | 0.99 | 100.3% | 85.0% | 5.5% | -5.5% |
| 3 Years | +8.51 | 0.92 | 93.8% | 82.0% | 14.6% | 6.0% |
| 5 Years | +7.56 | 0.87 | 88.7% | 78.7% | 14.2% | 6.7% |
| 7 Years | +6.08 | 0.90 | 88.7% | 80.9% | 18.0% | 12.5% |
| 10 Years | +3.51 | 0.89 | 87.5% | 80.8% | 11.9% | 8.7% |
| 12 Years | +2.74 | 0.89 | 87.5% | 80.8% | 9.8% | 7.2% |
| 15 Years | +2.02 | 0.89 | 87.5% | 80.8% | 7.8% | 5.7% |