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.
debtDirect
Union Medium Duration Fund - Direct Plan - IDCW Option
3Y ago₹1.18 L
5Y ago—
Every metric, side-by-side
marks the winner per row.
| Metric | Union Medium Duration Fund - Di… |
|---|---|
| Fund house | Union Mutual Fund |
| Category | Debt Scheme - Medium Duration Fund |
| Plan | Direct |
| Latest NAV | ₹12.5851 |
| Assets managed (AUM) | — |
| 1M return | 0.94% |
| 6M return | 3.76% |
| 1Y return | 8.00% |
| 3Y CAGR | 5.75% |
| 5Y CAGR | — |
| Since inception CAGR | 5.39% |
| Bumpiness · 3Y (annualised σ) | 1.63 |
| Worst drop ever | -2.78% |
| Sharpe · 3Y (rf=6%) | -0.14 |