Union Small Cap Fund (G) Equity - Diversified

Plan: OPEN | Option: Growth | Hardick Bora

04 Dec 25 | 12:00 AM

48.99 -0.33 (-0.67%)

  • Underperforms

    -5.53%

    Return (1Y)

    underperformed BSE 250 Smallcap Index TRI by -10.57%

  • Less Volatile

    1.22%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -5.01%

  • Inconsistent

    2/3

    Months

    Has underperformed Equity - Diversified

  • Value research rating

    Not Rated

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year Union Small Cap Fund (G), has underperformed by -10.57% (CAGR difference)

-5.53%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Union Small Cap Fund (G) is Lower than by -5.01%

1.22%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 3 Months, i.e 66.67% of the times It underperformed its benchmark, Equity - Diversified

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition