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My Portfolio:
  • 0.00 0

Union Focused Fund (G) Equity - Diversified

Plan: OPEN | Option: Growth | Pratik Dharmshi

23 May 25 | 12:00 AM

24.69 0.13 (0.53%)

  • Underperforms

    3.05%

    Return (1Y)

    underperformed BSE 500 TRI by -2.92%

  • Less Volatile

    1.12%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -3.07%

  • Not so consistent

    5/10

    Months

    Has beaten Equity - Diversified

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

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 Focused Fund (G), has underperformed BSE 500 TRI by -2.91% (CAGR difference)

3.05%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.92.83.03.23.43.63.84.04.24.44.64.85.05.25.45.65.86.06.2
JavaScript chart by amCharts 3.20.9Union Focused Fund (G) BSE 500 TRI

Risk

In last 1 year , the volatility of Union Focused Fund (G) is Lower than BSE 500 TRI by -3.07%

1.12%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.01.52.02.53.03.54.04.5
JavaScript chart by amCharts 3.20.9Union Focused Fund (G) BSE 500 TRI

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 10 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 ComparisonJanJanJanJanJanJanJanJanJanJan-10010
JavaScript chart by amCharts 3.20.9Union Focused Fund (G) BSE 500 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJan-4-2024
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, 21 Stocks beating the benchmark 8 Stocks not beating the benchmark

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

View Stock Composition