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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Vinod Malviya

25 Apr 25 | 12:00 AM

23.48 -0.42 (-1.76%)

  • Outperforms

    6.55%

    Return (1Y)

    beaten Nifty LargeMidcap 250 TRI by 0.02%

  • Less Volatile

    1.17%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -0.05%

  • Consistent

    7/12

    Months

    Has beaten Equity - Diversified

  • Value research rating

    Not Rated

Stock Composition

NAV

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Union Large & Midcap Fund (G)

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 Large & Midcap Fund (G), has beaten Nifty LargeMidcap 250 TRI by 0.02% (CAGR difference)

6.55%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.96.5286.5306.5326.5346.5366.5386.5406.5426.5446.5466.5486.5506.552
JavaScript chart by amCharts 3.20.9Union Large & Midcap Fund (G) Nifty LargeMidcap 250 TRI

Risk

In last 1 year , the volatility of Union Large & Midcap Fund (G) is Lower than Nifty LargeMidcap 250 TRI by -0.05%

1.17%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.1651.1701.1751.1801.1851.1901.1951.2001.2051.2101.2151.2201.225
JavaScript chart by amCharts 3.20.9Union Large & Midcap Fund (G) Nifty LargeMidcap 250 TRI

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% 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 ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10010
JavaScript chart by amCharts 3.20.9Union Large & Midcap Fund (G) Nifty LargeMidcap 250 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-505
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, 48 Stocks beating the benchmark 19 Stocks not beating the benchmark

View Stock Composition