57
Small CapHold
Union Small Cap
Union · Direct–Growth · rank #11 / 36 Smart Score ke hisaab se
Data updated
Union Small Cap ka score 57/100 hai — 36 mein #11 Small Cap fund (Hold). Mazbooti: 5 saal ka return (category mein 67th percentile) aur Sharpe ratio (category mein 76th percentile). Kamzori: expense ratio (category mein 22th percentile).
Trailing returns
index ke muqable: Nifty Smallcap 250 (index-fund proxy)1 saal
11.6%
+13.3% index ke muqable
3 saal
13.6%
+2.7% index ke muqable
5 saal
15.7%
+3.3% index ke muqable
Launch se
15.9%
Saal-dar-saal performance
aakhri entry = is saal ab tak2021
63.4%
2022
-0.0%
2023
43.0%
2024
25.2%
2025
-3.6%
2026
14.7%
Risk metrics
Sharpe ratio
0.63
↑ jitna zyada, utna accha
Sortino ratio
0.59
↑ jitna zyada, utna accha
Std deviation
19.59
↓ jitna kam, utna accha
Alpha
3.71
↑ jitna zyada, utna accha
Beta
0.83
≈1 yaani market ke saath
Isi category ke aur funds
Research aur education ke liye — investment advice nahi.