All comparisons
Head-to-head
Union Value Fund - Direct Plan - Growth OptionvsIDBI Long Term Value Fund-Direct Plan- Growth
Side-by-side comparison of Union Value Fund - Direct Plan - Growth Option and IDBI Long Term Value Fund-Direct Plan- Growth — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sector
Union Value Fund - Direct Plan - Growth Option
3Y ago₹1.44 L
5Y ago₹1.85 L
sector
IDBI Long Term Value Fund-Direct Plan- Growth
3Y ago₹1.91 L
5Y ago—
Normalised price over time
Both funds start 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 |
| Latest NAV | ₹30.92 | ₹18.64 |
| Assets managed (AUM) | — | — |
| 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 |
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