The Scheme seeks to achieve long term capital appreciation and generate income by investing predominantly in equity and equity related securities of mid cap companies.
RETURNS CALCULATOR for Union Midcap Fund - Regular Plan - Growth Option
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period)
on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the
rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand,
measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Union Midcap Fund - Regular Plan - Growth Option
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Union Midcap Fund - Regular Plan - Growth Option
14.0
0.85
-1.91
0.88
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Equity: Mid Cap
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PEER COMPARISION of Union Midcap Fund - Regular Plan - Growth Option