FundLens
34
Large & Mid CapAvoid

Union Large & Midcap

Union · Direct–Growth · rank #28 / 36 Smart Score ke hisaab se

Data updated

Union Large & Midcap ka score 34/100 hai — 36 mein #28 Large & Mid Cap fund (Avoid). Kamzori: 5 saal ka return (category mein 29th percentile).

Trailing returns

index ke muqable: Nifty LargeMidcap 250 (index-fund proxy)
1 saal
7.8%
+2.7% index ke muqable
3 saal
13.7%
5 saal
12.4%
Launch se
17.5%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
40.0%
2022
-1.9%
2023
28.3%
2024
22.3%
2025
3.6%
2026
5.4%

Risk metrics

Sharpe ratio
0.47
↑ jitna zyada, utna accha
Sortino ratio
0.63
↑ jitna zyada, utna accha
Std deviation
15.24
↓ jitna kam, utna accha
Alpha
-1.85
↑ jitna zyada, utna accha
Beta
1.00
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.