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 Large & Midcap Fund - Direct Plan - Growth Option
3Y ago₹1.47 L
5Y ago₹1.79 L
Every metric, side-by-side
marks the winner per row.
| Metric | Union Large & Midcap Fund - Dir… |
|---|---|
| Fund house | Union Mutual Fund |
| Category | Equity Scheme - Large & Mid Cap Fund |
| Plan | Direct |
| Latest NAV | ₹29.68 |
| Assets managed (AUM) | — |
| 1M return | 0.03% |
| 6M return | 9.68% |
| 1Y return | 7.81% |
| 3Y CAGR | 13.66% |
| 5Y CAGR | 12.40% |
| Since inception CAGR | 17.50% |
| Bumpiness · 3Y (annualised σ) | 15.31 |
| Worst drop ever | -35.65% |
| Sharpe · 3Y (rf=6%) | 0.47 |