FundLens
48
Multi CapHold

Union MultiCap

Union · Direct–Growth · rank #14 / 32 Smart Score ke hisaab se

Data updated

Union MultiCap ka score 48/100 hai — 32 mein #14 Multi Cap fund (Hold). Mazbooti: 1 saal ka return (category mein 85th percentile) aur Sharpe ratio (category mein 61th percentile). Kamzori: expense ratio (category mein 11th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
7.0%
+8.1% index ke muqable
3 saal
15.7%
+4.2% index ke muqable
5 saal
Launch se
18.2%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2023
33.6%
2024
24.0%
2025
3.9%
2026
4.7%

Risk metrics

Sharpe ratio
0.78
↑ jitna zyada, utna accha
Sortino ratio
0.82
↑ jitna zyada, utna accha
Std deviation
15.67
↓ jitna kam, utna accha
Alpha
1.73
↑ jitna zyada, utna accha
Beta
0.90
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.