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 | +4.73 | 0.96 | 97.4% | 92.4% | 9.7% | 5.0% |
| 3 Years | +0.92 | 0.95 | 93.9% | 92.3% | 19.0% | 18.7% |
| 5 Years | +0.60 | 0.91 | 91.0% | 89.6% | 17.2% | 17.5% |
| 7 Years | +2.75 | 0.89 | 90.2% | 86.6% | 27.0% | 26.3% |
| 10 Years | +1.62 | 0.89 | 90.2% | 86.6% | 18.2% | 17.8% |
| 12 Years | +1.20 | 0.89 | 90.2% | 86.6% | 14.9% | 14.6% |
| 15 Years | +0.79 | 0.89 | 90.2% | 86.6% | 11.8% | 11.5% |