FundLens
47
Mid CapHold

Union Midcap

Union · Direct–Growth · rank #19 / 34 Smart Score ke hisaab se

Data updated

Union Midcap ka score 47/100 hai — 34 mein #19 Mid Cap fund (Hold). Mazbooti: 1 saal ka return (category mein 76th percentile). Kamzori: fund size (category mein 25th percentile).

Trailing returns

index ke muqable: Nifty Midcap 150 (index-fund proxy)
1 saal
0.3%
+3.2% index ke muqable
3 saal
14.5%
+1.7% index ke muqable
5 saal
13.2%
-0.0% index ke muqable
Launch se
28.2%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
54.0%
2022
-0.8%
2023
34.2%
2024
30.5%
2025
3.7%
2026
0.8%

Risk metrics

Sharpe ratio
0.53
↑ jitna zyada, utna accha
Sortino ratio
0.72
↑ jitna zyada, utna accha
Std deviation
16.96
↓ jitna kam, utna accha
Alpha
0.02
↑ jitna zyada, utna accha
Beta
0.96
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.