Union Small Cap Fund (IDCW) Equity - Diversified
Plan: OPEN | Option: Dividend | Pratik Dharmshi
11 Jul 25 | 12:00 AM
42.62 -0.47 (-1.09%)
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 Small Cap Fund (IDCW), has underperformed BSE 250 Smallcap Index TRI by -3.15% (CAGR difference)
1.89%
Underperforms
This is -ve Alpha
Performance Chart for Rs
Invested in
13 Jul 2024
Risk
In last 1 year , the volatility of Union Small Cap Fund (IDCW) is Lower than BSE 250 Smallcap Index TRI by -4.95%
1.37%
Less Volatile
Risk Meter
Consistency
For 7 out of Last 8 Months, i.e 87.5% of the times It beaten its benchmark, Equity - Diversified
Consistency Meter
Outperforming Stocks Vs. Underperforming Stocks
Based on the last 1year analysis, currently there are, 41 Stocks beating the benchmark 27 Stocks not beating the benchmark
