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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Sanjay Bembalkar

14 Aug 25 | 12:00 AM

8.57 -0.04 (-0.46%)

  • Underperforms

    0.00%

    Return (1Y)

    underperformed by -1.07%

  • More Volatile

    1.36%

    Standard Deviation (1Y)

    Higher than by 0.32%

  • Not so consistent

    4/9

    Months

    Has beaten

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Union Active Momentum 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 Active Momentum Fund - Regular (G), has Underperformed its benchmark, by -1.07% (CAGR difference)

NA

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.90.000.100.200.300.400.500.600.700.800.901.001.101.201.30
JavaScript chart by amCharts 3.20.9Union Active Momentum Fund - Regular (G) Equity - Diversified

Risk

In last 1 year , the volatility of Union Active Momentum Fund - Regular (G),is Higher than its benchmark, by 0.32%

1.36%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.001.051.101.151.201.251.301.351.40
JavaScript chart by amCharts 3.20.9Union Active Momentum Fund - Regular (G) Equity - Diversified

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 9 Months, i.e 44.44% of the times It has beaten its benchmark,

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return Comparisonundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefined-20-10010
JavaScript chart by amCharts 3.20.9Union Active Momentum Fund - Regular (G)
JavaScript chart by amCharts 3.20.9Monthly Alphaundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefined-20-10010
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, 35 Stocks beating the benchmark 1 Stocks not beating the benchmark

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

View Stock Composition