MF ExpertFund research

Compare funds

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

Clear
Union Medium Duration Fund - Regular Plan - IDCW Option
Side-by-side metrics
Metric#148478
SchemeUnion Medium Duration Fund - Regular Plan - IDCW Option
HouseUnion Mutual Fund
CategoryDebt Scheme - Medium Duration Fund
Latest NAV₹12.4208
1M return0.92%
3M return1.94%
6M return3.63%
1Y return7.74%
3Y CAGR5.50%
5Y CAGR
Inception CAGR5.07%
σ 1Y (annualized)1.11%
σ 3Y (annualized)1.63%
Max drawdown (all)-2.81%
Sharpe 1Y (rf=6%)1.56
Sharpe 3Y (rf=6%)-0.29