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 | +13.36 | 0.96 | 99.9% | 87.2% | 17.6% | 4.2% |
| 3 Years | +1.94 | 0.92 | 90.3% | 87.9% | 22.5% | 21.8% |
| 5 Years | +3.45 | 0.86 | 86.8% | 82.9% | 20.6% | 18.8% |
| 7 Years | +5.95 | 0.85 | 85.9% | 80.0% | 21.9% | 17.5% |
| 10 Years | +3.90 | 0.83 | 82.5% | 78.0% | 17.1% | 14.6% |
| 12 Years | +3.68 | 0.82 | 82.1% | 77.8% | 15.7% | 13.2% |
| 15 Years | +2.64 | 0.82 | 82.1% | 77.8% | 12.3% | 10.4% |