Benchmark Comparison Data · vs NIFTY SMALLCAP 250
Benchmark Comparison Data
vs NIFTY SMALLCAP 250
Union Small Cap Fund Direct · Growth
Fund vs NIFTY SMALLCAP 250
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 | +15.37 | 0.99 | 104.6% | 89.6% | 16.1% | 0.8% |
| 3 Years | +2.44 | 0.92 | 92.1% | 89.3% | 19.2% | 17.6% |
| 5 Years | +3.47 | 0.87 | 87.4% | 83.4% | 17.5% | 15.2% |
| 7 Years | +6.55 | 0.86 | 86.9% | 80.7% | 25.5% | 20.9% |
| 10 Years | +4.26 | 0.84 | 83.3% | 78.4% | 17.4% | 14.4% |
| 12 Years | +3.90 | 0.83 | 82.8% | 78.3% | 16.3% | 13.6% |
| 15 Years | +2.91 | 0.82 | 82.5% | 78.0% | 13.1% | 11.0% |