43
Mid CapAvoid
Union Midcap
Union · Direct–Growth · rank #20 / 34 Smart Score ke hisaab se
Data updated
Union Midcap ka score 43/100 hai — 34 mein #20 Mid Cap fund (Avoid). Mazbooti: 1 saal ka return (category mein 66th percentile). Kamzori: expense ratio (category mein 26th percentile).
Trailing returns
index ke muqable: Nifty Midcap 150 (index-fund proxy)1 saal
12.3%
+2.4% index ke muqable
3 saal
17.7%
+1.4% index ke muqable
5 saal
16.1%
-0.7% index ke muqable
Launch se
30.6%
Saal-dar-saal performance
aakhri entry = is saal ab tak2021
54.0%
2022
-0.8%
2023
34.2%
2024
30.5%
2025
3.7%
2026
9.9%
Risk metrics
Sharpe ratio
0.66
↑ jitna zyada, utna accha
Sortino ratio
0.89
↑ jitna zyada, utna accha
Std deviation
16.83
↓ jitna kam, utna accha
Alpha
-0.17
↑ 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.