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Union Value Fund (IDCW) Equity - Diversified

INVEST

Plan: OPEN | Option: Dividend | Vinod Malviya

09 Jan 26 | 12:00 AM

28.64 -0.25 (-0.87%)

  • Outperforms

    7.23%

    Return (1Y)

    beaten BSE 500 TRI by 1.26%

  • Less Volatile

    0.83%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -1.75%

  • Inconsistent

    2/2

    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 1.26% (CAGR difference)

7.23%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

10 Jan 2025

Risk

In last 1 year , the volatility of Union Value Fund (IDCW) is Lower than by -1.75%

0.83%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 2 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