Market Snapshot
  • BSE Sensex: 83755.87 1.21%
  • BSE 500: 36895.95 0.96%
  • BSE 200: 11563.54 1.06%
  • BSE 100: 26728.86 1.14%
  • BSE MidCap: 46362.77 0.56%
  • BSE SmallCap: 53960.57 0.12%
  • BSE BANKEX: 64305.68 0.95%
  • BSE IT: 38152.71 -0.14%
  • Nifty 50: 25549 1.21%
  • Nifty 500: 23517.55 0.95%
  • Nifty 200: 14223.3 1.06%
  • Nifty 100: 26121.1 1.16%
  • Nifty Midcap 100: 59227.4 0.59%
  • Nifty Small 100: 18805.6 0.42%
  • Nifty IT: 38996.25 -0.13%
  • Nifty PSU Bank: 6982.65 0.43%
News:
  • Harsha Engg rises after subsid...
  • Infibeam Avenues Ltd leads los...
  • ICRA upgrades LT rating of Upd...
  • Fertilizers & Chemicals Travan...
  • Aurionpro Solutions edges high...
  • Euro to INR:  99.86 0.08%
  • Pound to INR:  116.98 0.37%
  • Yen to INR:  0.59 0.49%
  • Dollar to INR:  86.04 -0.68%
My Portfolio:
  • 0.00 0

Quotes

Back To Menu

Union Large & Midcap Fund (IDCW) Equity - Diversified
INVEST

Plan: OPEN | Option: Dividend | Vinod Malviya

26 Jun 25 | 12:00 AM

25.74 0.19 (0.74%)

  • Underperforms

    2.69%

    Return (1Y)

    underperformed Nifty LargeMidcap 250 TRI by -3.35%

  • Less Volatile

    1.00%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -0.12%

  • Consistent

    7/12

    Months

    Has beaten Equity - Diversified

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Union Large & Midcap Fund (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 Large & Midcap Fund (IDCW), has underperformed Nifty LargeMidcap 250 TRI by -3.35% (CAGR difference)

2.69%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in

27 Jun 2024

JavaScript chart by amCharts 3.20.92.53.03.54.04.55.05.56.06.5
JavaScript chart by amCharts 3.20.9Union Large & Midcap Fund (IDCW) Nifty LargeMidcap 250 TRI

Risk

In last 1 year , the volatility of Union Large & Midcap Fund (IDCW) is Lower than Nifty LargeMidcap 250 TRI by -0.12%

1.00%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.991.001.011.021.031.041.051.061.071.081.091.101.111.121.131.141.15
JavaScript chart by amCharts 3.20.9Union Large & Midcap Fund (IDCW) 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 (IDCW) 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, 45 Stocks beating the benchmark 29 Stocks not beating the benchmark

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

View Stock Composition