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 | +14.84 | 1.01 | 106.0% | 92.3% | 17.9% | 3.0% |
| 3 Years | +3.27 | 0.94 | 94.3% | 91.1% | 15.2% | 12.3% |
| 5 Years | +4.12 | 0.88 | 88.7% | 84.4% | 15.5% | 12.0% |
| 7 Years | +5.17 | 0.87 | 87.2% | 82.2% | 24.7% | 21.5% |
| 10 Years | +4.72 | 0.84 | 84.1% | 78.9% | 17.0% | 13.3% |
| 12 Years | +3.89 | 0.83 | 83.3% | 78.8% | 16.3% | 13.6% |
| 15 Years | +3.15 | 0.83 | 82.9% | 78.3% | 13.3% | 10.8% |