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.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sectorDirect
Union Value Fund - Direct Plan - Growth Option
3Y ago₹1.44 L
5Y ago₹1.85 L
sectorDirect
IDBI Long Term Value Fund-Direct Plan- Growth
3Y ago₹1.91 L
5Y ago—
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Union Value Fund - Direct Plan … | IDBI Long Term Value Fund-Direc… |
|---|---|---|
| Fund house | Union Mutual Fund | IDBI Mutual Fund |
| Category | Equity Scheme - Value Fund | Equity Scheme - Value Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹30.92 | ₹18.64 |
| Assets managed (AUM) | — | — |
| 1M return | -1.69% | 4.60% |
| 6M return | 3.76% | 11.62% |
| 1Y return | 4.39% | 18.20% |
| 3Y CAGR | 12.91% | 24.05% |
| 5Y CAGR | 13.13% | — |
| Since inception CAGR | 15.58% | 13.47% |
| Bumpiness · 3Y (annualised σ) | 14.77 | 15.36 |
| Worst drop ever | -37.68% | -35.37% |
| Sharpe · 3Y (rf=6%) | 0.44 | 1.03 |