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MF_148073

Union Midcap Fund - Direct Plan - Growth Option

Equity Scheme - Mid Cap Fund

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End Amount
₹51,395.57
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
28.20%
MF_148073 Return
Benchmark CAGR
18.18%
Nifty 50
Inflation Adj. CAGR
22.30%
Real Annualized Return
Alpha
0.11
Excess Return vs Benchmark
Beta
0.88
Volatility vs Benchmark
Sharpe Ratio
1.23
Risk-Adjusted Return
Sortino Ratio
2.24
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 61% 48% 31%
60 days 68% 30% 19%
90 days 71% 26% 14%
180 days 73% 20% 7%
1Yr 85% 13% 3%
3Yr 100% 9% 0%
5Yr 100% 9% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Union Midcap Fund - Direct Plan - Growth Option Nifty 50
30 days -30.0% | -64.9% | 32.4% | 258.2% 26.6% | -54.8% | 15.4% | 206.7%
60 days -44.7% | -49.7% | 30.3% | 168.1% -23.0% | -40.4% | 16.1% | 143.3%
90 days -24.4% | -34.8% | 30.8% | 134.7% -25.0% | -30.5% | 17.1% | 120.6%
1 Year 0.7% | -0.8% | 17.4% | 88.5% -10.0% | -6.1% | 11.4% | 60.7%
3 Years 15.6% | 15.6% | 22.6% | 36.7% 7.7% | 6.7% | 14.6% | 26.9%
5 Years 13.5% | 13.3% | 21.8% | 32.8% 6.4% | 5.9% | 13.8% | 23.5%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 13 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
April 30, 2020 May 29, 2020 29 days 5% Nifty 50: 11% 11569 10982 11723
Sept. 16, 2020 Nov. 5, 2020 50 days 6% Nifty 50: 7% 15659 14668 15717
Jan. 12, 2021 Feb. 4, 2021 23 days 6% Nifty 50: 6% 19124 18017 19182
Oct. 18, 2021 Jan. 15, 2022 89 days 9% Nifty 50: 10% 28989 26468 28999
Jan. 17, 2022 Sept. 7, 2022 233 days 19% Nifty 50: 16% 28999 23407 29076
Sept. 13, 2022 May 31, 2023 260 days 13% Nifty 50: 7% 29692 25910 29846
Sept. 11, 2023 Nov. 16, 2023 66 days 7% Nifty 50: 6% 35197 32705 35226
March 4, 2024 April 1, 2024 28 days 6% Nifty 50: 3% 39750 37392 39779
July 31, 2024 Aug. 20, 2024 20 days 6% Nifty 50: 4% 48393 45630 48527
Sept. 23, 2024 Oct. 18, 2025 390 days 21% Nifty 50: 15% 50924 40096 50934
Jan. 5, 2026 Feb. 26, 2026 52 days 6% Nifty 50: 5% 51328 48037 51396
Feb. 26, 2026 April 22, 2026 55 days 12% Nifty 50: 12% 51396 45390 51588
Aug. 31, 2026 Oct. 30, 2026 60 days 12% Nifty 50: 8% 56651 49817 51396