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Underperforms
7.27%
Return (1Y)
underperformed Gilt Funds - Medium & Long Term by -0.64%
More Volatile
0.17%
Standard Deviation (1Y)
Higher than Gilt Funds - Medium & Long Term by 0.04%
Not so consistent
5/12
Months
Has beaten Gilt Funds - Medium & Long Term
Value research rating
Not Rated
Critical Parameters
Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.
Returns
In last 1 year Union Gilt Fund (G), has Underperformed its benchmark, Gilt Funds - Medium & Long Term by -0.63% (CAGR difference)
This is -ve Alpha
Performance Chart for Rs
Invested in
JavaScript chart by amCharts 3.20.9 7.25 7.30 7.35 7.40 7.45 7.50 7.55 7.60 7.65 7.70 7.75 7.80 7.85 7.90 7.95 JavaScript chart by amCharts 3.20.9 Union Gilt Fund (G) Gilt Funds - Medium & Long Term
Risk
In last 1 year , the volatility of Union Gilt Fund (G),is Higher than its benchmark, Gilt Funds - Medium & Long Term by 0.04%
Risk Meter
JavaScript chart by amCharts 3.20.9 0.14 0.15 0.16 0.17 JavaScript chart by amCharts 3.20.9 Union Gilt Fund (G) Gilt Funds - Medium & Long Term
Peer Comparison on Risk - Return
Consistency
For 5 out of Last 12 Months, i.e 41.67% of the times It has beaten its benchmark, Gilt Funds - Medium & Long Term
Consistency Meter
JavaScript chart by amCharts 3.20.9 JavaScript chart by amCharts 3.20.9 Consistent Inconsistent
JavaScript chart by amCharts 3.20.9 Monthly Return Comparison Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar -1 0 1 2 JavaScript chart by amCharts 3.20.9 Union Gilt Fund (G) Gilt Funds - Medium & Long Term
JavaScript chart by amCharts 3.20.9 Monthly Alpha Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar -1.0 -0.5 0.0 0.5 1.0 JavaScript chart by amCharts 3.20.9 -ve Alpha (%) +ve Alpha (%)
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