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Scheme code Clear all
Union Innovation & Opportunities Fund - Direct Plan - Growth Option
categorySectoral/Thematic
benchmarkNIFTY 500
history from2023-09-13
rating (overall)-
3y / 5y / 10y stars- / - / -
return 1Y13.40%
return 3Y19.79%
return 5Y-
return 10Y-
vs benchmark 1Y13.13%
vs benchmark 3Y8.62%
vs benchmark 5Y-
3y volatility 17.95%
3y worst fall -23.94%
3y Sharpe 0.70
3y Sortino 1.06
3y alpha -
3y beta -
3y information ratio -
3y up / down capture-
3y risk-adj. rank in category-

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.