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 | +16.50 | 1.00 | 105.7% | 90.3% | 25.2% | 8.7% |
| 3 Years | +3.68 | 0.93 | 93.1% | 89.4% | 20.3% | 17.4% |
| 5 Years | +4.05 | 0.87 | 88.1% | 83.7% | 18.9% | 16.0% |
| 7 Years | +6.88 | 0.86 | 87.3% | 80.9% | 26.9% | 22.1% |
| 10 Years | +4.60 | 0.84 | 83.4% | 78.5% | 17.6% | 14.3% |
| 12 Years | +4.27 | 0.83 | 83.1% | 78.3% | 17.0% | 14.0% |
| 15 Years | +3.22 | 0.82 | 82.8% | 77.9% | 13.6% | 11.1% |