38
Large & Mid CapAvoid
Union Large & Midcap
Union · Direct–Growth · rank #24 / 36 Smart Score ke hisaab se
Data updated
Union Large & Midcap ka score 38/100 hai — 36 mein #24 Large & Mid Cap fund (Avoid). Mazbooti: 1 saal ka return (category mein 77th percentile). Kamzori: 3 saal ka return (category mein 33th percentile).
Trailing returns
index ke muqable: Nifty LargeMidcap 250 (index-fund proxy)1 saal
-2.8%
+3.5% index ke muqable
3 saal
11.0%
5 saal
9.7%
Launch se
15.9%
Saal-dar-saal performance
aakhri entry = is saal ab tak2021
40.0%
2022
-1.9%
2023
28.3%
2024
22.3%
2025
3.6%
2026
-2.0%
Risk metrics
Sharpe ratio
0.34
↑ jitna zyada, utna accha
Sortino ratio
0.45
↑ jitna zyada, utna accha
Std deviation
15.45
↓ jitna kam, utna accha
Alpha
-0.08
↑ 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.