FundLens
39
Mid CapAvoid

Union Midcap

Union · Direct–Growth · rank #22 / 33 Smart Score ke hisaab se

Data updated

Union Midcap ka score 39/100 hai — 33 mein #22 Mid Cap fund (Avoid). Kamzori: Sharpe ratio (category mein 29th percentile).

Trailing returns

index ke muqable: Nifty Midcap 150 (index-fund proxy)
1 saal
7.3%
+3.4% index ke muqable
3 saal
18.3%
-0.3% index ke muqable
5 saal
16.5%
-0.9% index ke muqable
Launch se
30.3%

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
5.2%

Risk metrics

Sharpe ratio
0.70
↑ jitna zyada, utna accha
Sortino ratio
0.95
↑ jitna zyada, utna accha
Std deviation
16.81
↓ jitna kam, utna accha
Alpha
-1.90
↑ jitna zyada, utna accha
Beta
0.95
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.