Compare funds
| Union Flexi Cap Fund - Direct Plan - Growth Option | |
|---|---|
| category | Flexi Cap Fund |
| benchmark | BSE 500 |
| history from | 2013-01-02 |
| rating (overall) | ★★★☆☆ |
| 3y / 5y / 10y stars | 2 / 3 / 3 |
| return 1Y | 5.31% |
| return 3Y | 12.33% |
| return 5Y | 10.05% |
| return 10Y | 13.98% |
| vs benchmark 1Y | 4.88% |
| vs benchmark 3Y | 1.18% |
| vs benchmark 5Y | - |
| 3y volatility | 15.19% |
| 3y worst fall | -17.32% |
| 3y Sharpe | 0.36 |
| 3y Sortino | 0.51 |
| 3y alpha | 1.51% |
| 3y beta | 0.95 |
| 3y information ratio | 0.34 |
| 3y up / down capture | 98 / 91 |
| 3y risk-adj. rank in category | 69th of 36 |
Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.