Plan: OPEN | Option: Dividend | Parijat Agrawal

18 Dec 25 | 12:00 AM

12.05 0.01 (0.05%)

  • Underperforms

    2.10%

    Return (1Y)

    underperformed Gilt Funds - Medium & Long Term by -3.90%

  • More Volatile

    0.26%

    Standard Deviation (1Y)

    Higher than Gilt Funds - Medium & Long Term by 0.10%

  • 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 (IDCW-A), has underperformed its benchmark, Gilt Funds - Medium & Long Term by -3.90% (CAGR difference)

2.10%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Union Gilt Fund (IDCW-A),is Higher than its benchmark, Gilt Funds - Medium & Long Term by 0.10%

0.26%

More Volatile

Risk Meter

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

View Stock Composition