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.
otherDirect
Union KBC Capital Protection Oriented Fund - Series 3 - Direct Plan - Dividend Option
3Y ago—
5Y ago—
Every metric, side-by-side
marks the winner per row.
| Metric | Union KBC Capital Protection Or… |
|---|---|
| Fund house | Union Mutual Fund |
| Category | Income |
| Plan | Direct |
| Latest NAV | ₹12.6935 |
| Assets managed (AUM) | — |
| 1M return | -1.80% |
| 6M return | -4.24% |
| 1Y return | 3.98% |
| 3Y CAGR | — |
| 5Y CAGR | — |
| Since inception CAGR | 10.87% |
| Bumpiness · 3Y (annualised σ) | 15.43 |
| Worst drop ever | -11.07% |
| Sharpe · 3Y (rf=6%) | 0.31 |