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 | +2.72 | 0.95 | 95.2% | 91.8% | 7.4% | 4.6% |
| 3 Years | +0.04 | 0.95 | 92.8% | 91.9% | 19.8% | 20.5% |
| 5 Years | +1.72 | 0.91 | 91.2% | 88.8% | 18.2% | 17.5% |
| 7 Years | +2.33 | 0.89 | 89.8% | 86.5% | 26.0% | 25.7% |
| 10 Years | +1.34 | 0.89 | 89.8% | 86.5% | 17.5% | 17.4% |
| 12 Years | +0.98 | 0.89 | 89.8% | 86.5% | 14.4% | 14.3% |
| 15 Years | +0.62 | 0.89 | 89.8% | 86.5% | 11.4% | 11.3% |