Compare funds
| Union Midcap Fund - Direct Plan - Growth Option | |
|---|---|
| category | Mid Cap Fund |
| benchmark | BSE MIDCAP 150 |
| history from | 2020-03-30 |
| rating (overall) | ★★★☆☆ |
| 3y / 5y / 10y stars | 3 / 3 / - |
| return 1Y | 7.38% |
| return 3Y | 16.42% |
| return 5Y | 13.90% |
| return 10Y | - |
| vs benchmark 1Y | - |
| vs benchmark 3Y | - |
| vs benchmark 5Y | - |
| 3y volatility | 17.78% |
| 3y worst fall | -21.26% |
| 3y Sharpe | 0.58 |
| 3y Sortino | 0.85 |
| 3y alpha | - |
| 3y beta | - |
| 3y information ratio | - |
| 3y up / down capture | - |
| 3y risk-adj. rank in category | 47th of 29 |
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.