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 | +3.79 | 0.97 | 99.3% | 95.2% | 3.2% | -0.8% |
| 3 Years | +2.67 | 0.96 | 95.5% | 92.6% | 15.2% | 12.7% |
| 5 Years | +0.86 | 0.92 | 91.3% | 89.8% | 12.6% | 12.2% |
| 7 Years | +2.96 | 0.90 | 90.6% | 87.0% | 26.3% | 25.3% |
| 10 Years | +1.76 | 0.90 | 90.6% | 87.0% | 17.7% | 17.1% |
| 12 Years | +1.31 | 0.90 | 90.6% | 87.0% | 14.6% | 14.0% |
| 15 Years | +0.89 | 0.90 | 90.6% | 87.0% | 11.5% | 11.1% |