otherModerate risk
Union KBC Trigger Fund - Series 1 - Direct Plan - Growth Option
A specialised fund. Check the scheme details for what it invests in. From Union Mutual Fund. It's been running since 11 Nov 2013.
Latest price per unit
₹12.99
▲ 0.00% today
As of 21 Jul 2014 · updated once each business day
Not enough price history yet to tell the money story.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
Day-to-day bumpiness
11.8%
The value swings roughly 12% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-4.62%
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Technical details (for the pros)
CAGR — 1 year—
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch45.68%
Volatility — 1 year (annualised)11.76%
Volatility — 3 years (annualised)11.76%
Max drawdown — 1 year-4.62%
Max drawdown — 3 years-4.62%
Sharpe ratio — 1 year (rf=6%)2.74
Sharpe ratio — 3 years (rf=6%)2.74
Fund info
- Fund house
- Union Mutual Fund
- Category
- Income
- Plan
- Direct
- Option
- Growth
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 124817
- First price on record
- 11 Nov 2013 · 172 daily prices
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.