InvestVerdict
Union Large & Midcap Fund
Direct Plan · Growth Option · Mid Cap · Scheme code 147750
Fund houseUnion Mutual Fund
CategoryMid Cap
Plan & optionDirect · Growth Option
History6.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 4.19 | 8.56 | 7.40 | 10.72 | 14.89 | 13.76 | — | — | 17.78 |
| Nifty Midcap 150 benchmark |
1.72 | 4.38 | 7.82 | 13.00 | 17.68 | — | — | — | 20.15 |
| Mid Cap category median |
— | — | — | 10.21 | 19.84 | 17.23 | — | 17.08 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 17.1% | 0.49 | 0.65 | 0.81 | -2.48% | -35.6% | 90.16 |
| Nifty Midcap 150 benchmark |
15.7% | 0.71 | 0.97 | — | — | -21.1% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 46 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 281 | -6.0% | 15.8% | 81.8% | 6% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.