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Union Value Fund (IDCW)
INVEST

Plan: OPEN | Option: Dividend | Vinod Malviya

16 Dec 25 | 12:00 AM

28.78 -0.13 (-0.45%)

  • Underperforms

    1.37%

    Return (1Y)

    underperformed by -4.59%

  • Less Volatile

    0.85%

    Standard Deviation (1Y)

    Lower than by -2.05%

  • Inconsistent

    2/3

    Months

    Has underperformed

  • 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 Value Fund (IDCW), has underperformed its benchmark, by -4.59% (CAGR difference)

1.37%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

17 Dec 2024

Risk

In last 1 year , the volatility of Union Value Fund (IDCW),is Lower than its benchmark, by -2.05%

0.85%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 3 Months, i.e 66.67% of the times It has beaten its benchmark,

Consistency Meter

View Stock Composition