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Union Equity Savings Fund - Direct Plan - IDCW Option
Side-by-side metrics
Metric#144313
SchemeUnion Equity Savings Fund - Direct Plan - IDCW Option
HouseUnion Mutual Fund
CategoryHybrid Scheme - Equity Savings
Latest NAV₹17.04
1M return-6.83%
3M return-3.57%
6M return-3.62%
1Y return-2.46%
3Y CAGR4.88%
5Y CAGR4.87%
Inception CAGR6.81%
σ 1Y (annualized)8.44%
σ 3Y (annualized)6.10%
Max drawdown (all)-14.37%
Sharpe 1Y (rf=6%)-1.01
Sharpe 3Y (rf=6%)-0.18