Compare funds
| Union Focused Fund - Direct Plan - Growth Option | |
|---|---|
| category | Focused Fund |
| benchmark | BSE 500 |
| history from | 2019-08-13 |
| rating (overall) | ★★☆☆☆ |
| 3y / 5y / 10y stars | 3 / 2 / - |
| return 1Y | 9.99% |
| return 3Y | 12.95% |
| return 5Y | 9.59% |
| return 10Y | - |
| vs benchmark 1Y | 9.56% |
| vs benchmark 3Y | 1.81% |
| vs benchmark 5Y | - |
| 3y volatility | 14.66% |
| 3y worst fall | -17.00% |
| 3y Sharpe | 0.42 |
| 3y Sortino | 0.60 |
| 3y alpha | 2.50% |
| 3y beta | 0.87 |
| 3y information ratio | 0.33 |
| 3y up / down capture | 90 / 77 |
| 3y risk-adj. rank in category | 58th of 27 |
Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.