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.
mid capDirect
Union Midcap Fund - Direct Plan - IDCW Option
3Y ago₹1.63 L
5Y ago₹2.11 L
Every metric, side-by-side
marks the winner per row.
| Metric | Union Midcap Fund - Direct Plan… |
|---|---|
| Fund house | Union Mutual Fund |
| Category | Equity Scheme - Mid Cap Fund |
| Plan | Direct |
| Latest NAV | ₹57.86 |
| Assets managed (AUM) | — |
| 1M return | 1.07% |
| 6M return | 13.85% |
| 1Y return | 12.33% |
| 3Y CAGR | 17.67% |
| 5Y CAGR | 16.10% |
| Since inception CAGR | 30.61% |
| Bumpiness · 3Y (annualised σ) | 16.91 |
| Worst drop ever | -21.26% |
| Sharpe · 3Y (rf=6%) | 0.63 |