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My Portfolio:
  • 0.00 0

Union Midcap Fund (G) Equity - Diversified

Plan: OPEN | Option: Growth | Gaurav Chopra

13 Mar 25 | 12:00 AM

39.57 -0.23 (-0.58%)

  • Outperforms

    4.05%

    Return (1Y)

    beaten S&P BSE Sensex by 2.59%

  • More Volatile

    1.23%

    Standard Deviation (1Y)

    Higher Equity - Diversified by 0.36%

  • Consistent

    8/12

    Months

    Has beaten Equity - Diversified

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9NAVFeb 14Feb 17Feb 19Feb 21Feb 24Feb 27Mar 03Mar 05Mar 07Mar 10Mar 1238.539.039.540.040.541.0
JavaScript chart by amCharts 3.20.9Union Midcap Fund (G)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Union Midcap Fund (G), has beaten S&P BSE Sensex by 2.58% (CAGR difference)

4.05%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.91.21.41.61.82.02.22.42.62.83.03.23.43.63.84.04.2
JavaScript chart by amCharts 3.20.9Union Midcap Fund (G) S&P BSE Sensex

Risk

In last 1 year , the volatility of Union Midcap Fund (G) is Higher than S&P BSE Sensex by 0.36%

1.23%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.850.900.951.001.051.101.151.201.25
JavaScript chart by amCharts 3.20.9Union Midcap Fund (G) S&P BSE Sensex

Peer Comparison on Risk - Return

Consistency

For 8 out of Last 12 Months, i.e 66.67% of the times It beaten its benchmark, Equity - Diversified

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonAprMayJunJulAugSepOctNovDecJanFebMar-20-10010
JavaScript chart by amCharts 3.20.9Union Midcap Fund (G) S&P BSE Sensex
JavaScript chart by amCharts 3.20.9Monthly AlphaAprMayJunJulAugSepOctNovDecJanFebMar-20-10010
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 54 Stocks beating the benchmark 11 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition