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 Equity Savings Fund - Direct Plan - IDCW Option
3Y ago₹1.15 L
5Y ago₹1.27 L
Every metric, side-by-side
marks the winner per row.
| Metric | Union Equity Savings Fund - Dir… |
|---|---|
| Fund house | Union Mutual Fund |
| Category | Hybrid Scheme - Equity Savings |
| Plan | Direct |
| Latest NAV | ₹17.04 |
| Assets managed (AUM) | — |
| 1M return | -6.83% |
| 6M return | -3.62% |
| 1Y return | -2.46% |
| 3Y CAGR | 4.88% |
| 5Y CAGR | 4.87% |
| Since inception CAGR | 6.81% |
| Bumpiness · 3Y (annualised σ) | 6.10 |
| Worst drop ever | -14.37% |
| Sharpe · 3Y (rf=6%) | -0.18 |