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Union Small Cap Fund (IDCW) Equity - Diversified

INVEST

Plan: OPEN | Option: Dividend | Pratik Dharmshi

09 Jan 26 | 12:00 AM

41.30 -0.84 (-1.99%)

  • Underperforms

    -3.86%

    Return (1Y)

    underperformed BSE 250 Smallcap Index TRI by -8.90%

  • Less Volatile

    1.22%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -2.19%

  • Inconsistent

    2/2

    Months

    Has underperformed Equity - Diversified

  • Value research rating

    Not Rated

Stock Composition

NAV

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 by -8.90% (CAGR difference)

-3.86%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

10 Jan 2025

Risk

In last 1 year , the volatility of Union Small Cap Fund (IDCW) is Lower than by -2.19%

1.22%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 2 Months, i.e 100% 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