Market Snapshot
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  • Nifty PSU Bank: 6535.5 -2.24%
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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Sanjay Bembalkar

25 Apr 25 | 12:00 AM

22.44 -0.27 (-1.19%)

  • Underperforms

    1.72%

    Return (1Y)

    underperformed BSE 100 TRI by -5.10%

  • Less Volatile

    1.01%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -3.27%

  • Not so consistent

    5/11

    Months

    Has beaten Equity - Diversified

  • Value research rating

    Not Rated

Stock Composition

NAV

JavaScript chart by amCharts 3.20.9NAV
JavaScript chart by amCharts 3.20.9Union Largecap Fund - Regular (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 Largecap Fund - Regular (G), has underperformed BSE 100 TRI by -5.10% (CAGR difference)

1.72%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.91.52.02.53.03.54.04.55.05.56.06.57.0
JavaScript chart by amCharts 3.20.9Union Largecap Fund - Regular (G) BSE 100 TRI

Risk

In last 1 year , the volatility of Union Largecap Fund - Regular (G) is Lower than BSE 100 TRI by -3.27%

1.01%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.51.01.52.02.53.03.54.04.5
JavaScript chart by amCharts 3.20.9Union Largecap Fund - Regular (G) BSE 100 TRI

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 11 Months, i.e 45.45% 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 ComparisonJanJanJanJanJanJanJanJanJanJanJan-10-50510
JavaScript chart by amCharts 3.20.9Union Largecap Fund - Regular (G) BSE 100 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJan-4-202
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, 29 Stocks beating the benchmark 20 Stocks not beating the benchmark

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

View Stock Composition