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 | +4.14 | 0.97 | 98.6% | 93.7% | 13.9% | 9.9% |
| 3 Years | +2.23 | 0.95 | 94.7% | 92.1% | 19.8% | 18.1% |
| 5 Years | +0.87 | 0.91 | 91.2% | 89.8% | 17.4% | 17.5% |
| 7 Years | +3.08 | 0.89 | 90.4% | 86.6% | 27.5% | 26.6% |
| 10 Years | +1.83 | 0.89 | 90.4% | 86.6% | 18.5% | 17.9% |
| 12 Years | +1.37 | 0.89 | 90.4% | 86.6% | 15.2% | 14.7% |
| 15 Years | +0.93 | 0.89 | 90.4% | 86.6% | 12.0% | 11.6% |