MF Gyan
otherHigh risk

Union Trigger Fund - Series 2 - 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 19 Mar 2015.

Latest price per unit
₹10.04
0.59% today
As of 21 Aug 2015 · 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
13.3%

The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-7.53%

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 launch1.18%
Volatility — 1 year (annualised)13.25%
Volatility — 3 years (annualised)13.25%
Max drawdown — 1 year-7.53%
Max drawdown — 3 years-7.53%
Sharpe ratio — 1 year (rf=6%)-0.36
Sharpe ratio — 3 years (rf=6%)-0.36

Fund info

Fund house
Union Mutual Fund
Category
Income
Plan
Direct
Option
Growth
ISIN (Growth)
ISIN (Div re-invest)
Fund code
133834
First price on record
19 Mar 2015 · 108 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.