MF ExpertFund research

Compare funds

Overlay up to 5 funds. NAV values normalized to ₹100 at start of range.

Clear
Union Equity Savings Fund - Regular Plan - Growth Option
Side-by-side metrics
Metric#144310
SchemeUnion Equity Savings Fund - Regular Plan - Growth Option
HouseUnion Mutual Fund
CategoryHybrid Scheme - Equity Savings
Latest NAV₹17.48
1M return-0.17%
3M return3.31%
6M return3.13%
1Y return4.11%
3Y CAGR6.82%
5Y CAGR5.79%
Inception CAGR7.14%
σ 1Y (annualized)4.93%
σ 3Y (annualized)4.60%
Max drawdown (all)-14.35%
Sharpe 1Y (rf=6%)-0.38
Sharpe 3Y (rf=6%)0.17