Union Small Cap Fund (G) Equity - Diversified

Plan: OPEN | Option: Growth | Pratik Dharmshi

13 Jun 25 | 12:00 AM

47.15 0.19 (0.40%)

  • Underperforms

    2.72%

    Return (1Y)

    underperformed BSE 250 Smallcap Index TRI by -2.32%

  • Less Volatile

    1.37%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -4.66%

  • Consistent

    7/9

    Months

    Has beaten 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 beaten by -2.32% (CAGR difference)

2.72%

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 -4.66%

1.37%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 9 Months, i.e 77.78% 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, the benchmark the benchmark

View Stock Composition