InvestVerdict
Union Innovation & Opportunities Fund
Direct Plan · Growth Option · Sectoral / Thematic · Scheme code 151905
Fund houseUnion Mutual Fund
CategorySectoral / Thematic
Plan & optionDirect · Growth Option
History3.0 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 6.18 | 15.02 | 23.10 | 17.81 | — | — | — | — | 19.90 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| Sectoral / Thematic category median |
— | — | — | 6.97 | 16.91 | 14.34 | — | 15.17 | — |
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 | 17.5% | 0.76 | 1.06 | 0.97 | 8.50% | -23.9% | 70.49 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 35 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 |
|---|---|---|---|---|
| 97 | -6.5% | 10.6% | 52.0% | 8% |
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.