Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybridDirect
Union Asset Allocation Fund - Direct Plan - Growth Option
3Y ago₹1.26 L
5Y ago₹1.45 L
Every metric, side-by-side
marks the winner per row.
| Metric | Union Asset Allocation Fund - D… |
|---|---|
| Fund house | Union Mutual Fund |
| Category | Hybrid Scheme - Multi Asset Allocation |
| Plan | Direct |
| Latest NAV | ₹16.4516 |
| Assets managed (AUM) | — |
| 1M return | 1.23% |
| 6M return | 2.80% |
| 1Y return | 6.06% |
| 3Y CAGR | 8.11% |
| 5Y CAGR | 7.67% |
| Since inception CAGR | 7.12% |
| Bumpiness · 3Y (annualised σ) | 3.97 |
| Worst drop ever | -6.01% |
| Sharpe · 3Y (rf=6%) | 0.51 |