Compare funds
| Union Small Cap Fund - Direct Plan - Growth Option | |
|---|---|
| category | Small Cap Fund |
| benchmark | BSE 250 SMALLCAP |
| history from | 2014-06-17 |
| rating (overall) | ★★★☆☆ |
| 3y / 5y / 10y stars | 3 / 4 / 3 |
| return 1Y | 18.36% |
| return 3Y | 15.07% |
| return 5Y | 15.92% |
| return 10Y | 17.47% |
| vs benchmark 1Y | - |
| vs benchmark 3Y | - |
| vs benchmark 5Y | - |
| 3y volatility | 19.98% |
| 3y worst fall | -26.24% |
| 3y Sharpe | 0.49 |
| 3y Sortino | 0.75 |
| 3y alpha | - |
| 3y beta | - |
| 3y information ratio | - |
| 3y up / down capture | - |
| 3y risk-adj. rank in category | 40th of 24 |
Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.