FundLens
33
Large & Mid CapAvoid

Union Large & Midcap

Union · Direct–Growth · rank #27 / 34 Smart Score ke hisaab se

Data updated

Union Large & Midcap ka score 33/100 hai — 34 mein #27 Large & Mid Cap fund (Avoid). Kamzori: 3 saal ka return (category mein 21th percentile).

Trailing returns

index ke muqable: Nifty LargeMidcap 250 (index-fund proxy)
1 saal
3.3%
+2.2% index ke muqable
3 saal
13.5%
5 saal
13.6%
Launch se
17.1%

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
1.4%

Risk metrics

Sharpe ratio
0.46
↑ jitna zyada, utna accha
Sortino ratio
0.62
↑ jitna zyada, utna accha
Std deviation
15.21
↓ jitna kam, utna accha
Alpha
-2.14
↑ 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.