InvestVerdict
Union Diversified Equity All Cap Active FOF
Regular Plan · IDCW Option · Mutual fund · Scheme code 153823
Fund houseUnion Mutual Fund
CategoryMutual fund
Plan & optionRegular · IDCW Option
History0.9 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 4.31 | 9.15 | 11.47 | — | — | — | — | — | — |
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 | 14.9% | — | — | — | — | -12.4% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.