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Union Value Fund (IDCW) Equity - Diversified

INVEST

Plan: OPEN | Option: Dividend | Vinod Malviya

19 Feb 26 | 12:00 AM

28.93 -0.40 (-1.36%)

  • Outperforms

    18.51%

    Return (1Y)

    beaten BSE 500 TRI by 12.54%

  • Less Volatile

    0.80%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -2.28%

  • Inconsistent

    1/1

    Months

    Has underperformed Equity - Diversified

  • Value research rating

    Not Rated

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year Union Value Fund (IDCW), has underperformed by 12.54% (CAGR difference)

18.51%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

20 Feb 2025

Risk

In last 1 year , the volatility of Union Value Fund (IDCW) is Lower than by -2.28%

0.80%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 1 out of Last 1 Months, i.e 100% of the times It underperformed its benchmark, Equity - Diversified

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition