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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Sanjay Bembalkar

10 Jul 25 | 12:00 AM

8.78 -0.06 (-0.68%)

  • Underperforms

    0.00%

    Return (1Y)

    underperformed Nifty 500 TRI by -3.12%

  • More Volatile

    1.44%

    Standard Deviation (1Y)

    Higher Equity - Diversified by 0.38%

  • Not so consistent

    4/8

    Months

    Has beaten Equity - Diversified

  • Value research rating

    Not Rated

Stock Composition

NAV

JavaScript chart by amCharts 3.20.9NAVNov 06Dec 06
JavaScript chart by amCharts 3.20.9Union Active Momentum Fund - Regular (IDCW)

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 Active Momentum Fund - Regular (IDCW), has underperformed Nifty 500 TRI by -3.12% (CAGR difference)

0.00%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.90.00.51.01.52.02.53.03.5
JavaScript chart by amCharts 3.20.9Union Active Momentum Fund - Regular (IDCW) Nifty 500 TRI

Risk

In last 1 year , the volatility of Union Active Momentum Fund - Regular (IDCW) is Higher than Nifty 500 TRI by 0.38%

1.44%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.051.101.151.201.251.301.351.401.45
JavaScript chart by amCharts 3.20.9Union Active Momentum Fund - Regular (IDCW) Nifty 500 TRI

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 8 Months, i.e 50% of the times It beaten its benchmark, Equity - Diversified

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJan-20-10010
JavaScript chart by amCharts 3.20.9Union Active Momentum Fund - Regular (IDCW) Nifty 500 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJan-20-10010
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 38 Stocks beating the benchmark 0 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition