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.
mid capDirect
Union Large & Midcap Fund - Direct Plan - Growth Option
3Y ago₹1.47 L
5Y ago₹1.79 L
mid capDirect
Principal Emerging Bluechip Fund - Direct Plan - Growth Option
3Y ago₹1.86 L
5Y ago₹2.52 L
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 Large & Midcap Fund - Dir… | Principal Emerging Bluechip Fun… |
|---|---|---|
| Fund house | Union Mutual Fund | Principal Mutual Fund |
| Category | Equity Scheme - Large & Mid Cap Fund | Equity Scheme - Large & Mid Cap Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹29.68 | ₹197.96 |
| Assets managed (AUM) | — | — |
| 1M return | 0.03% | 1.84% |
| 6M return | 9.68% | 12.93% |
| 1Y return | 7.81% | 39.17% |
| 3Y CAGR | 13.66% | 23.02% |
| 5Y CAGR | 12.40% | 20.28% |
| Since inception CAGR | 17.50% | 21.46% |
| Bumpiness · 3Y (annualised σ) | 15.31 | 20.53 |
| Worst drop ever | -35.65% | -36.11% |
| Sharpe · 3Y (rf=6%) | 0.47 | 0.74 |