Benchmark Comparison Data · vs NIFTY MIDCAP 150
Benchmark Comparison Data
vs NIFTY MIDCAP 150
Union Mid Cap Fund Direct · Growth
Fund vs NIFTY MIDCAP 150
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +3.42 | 0.94 | 93.7% | 89.8% | 16.4% | 13.4% |
| 3 Years | +0.32 | 0.94 | 92.4% | 91.1% | 22.8% | 23.5% |
| 5 Years | +1.39 | 0.91 | 91.2% | 89.2% | 20.3% | 20.1% |
| 7 Years | +2.28 | 0.89 | 89.7% | 86.4% | 25.7% | 25.5% |
| 10 Years | +1.31 | 0.89 | 89.7% | 86.4% | 17.4% | 17.2% |
| 12 Years | +0.95 | 0.89 | 89.7% | 86.4% | 14.3% | 14.2% |
| 15 Years | +0.59 | 0.89 | 89.7% | 86.4% | 11.3% | 11.2% |