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MF_144312

Union Equity Savings Fund - Direct Plan - Growth Option

Hybrid Scheme - Equity Savings

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End Amount
₹17,886.34
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
7.34%
MF_144312 Return
Benchmark CAGR
10.15%
Nifty 50
Inflation Adj. CAGR
2.23%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
0.32
Volatility vs Benchmark
Sharpe Ratio
0.25
Risk-Adjusted Return
Sortino Ratio
0.35
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 43% 19% 48%
60 days 41% 16% 32%
90 days 40% 14% 26%
180 days 37% 11% 17%
1Yr 29% 7% 11%
3Yr 2% 0% 7%
5Yr 1% 0% 7%
7Yr 0% 0% 5%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Union Equity Savings Fund - Direct Plan - Growth Option Nifty 50
30 days -5.3% | -26.6% | 8.2% | 50.9% 26.6% | -65.2% | 13.2% | 198.6%
60 days -12.0% | -17.9% | 8.3% | 39.3% -23.0% | -52.2% | 14.9% | 134.4%
90 days -8.4% | -18.4% | 8.4% | 36.3% -25.0% | -59.9% | 15.0% | 118.1%
1 Year 0.7% | -0.3% | 7.4% | 20.4% -10.0% | -18.0% | 10.4% | 60.7%
3 Years 6.6% | 6.8% | 8.4% | 10.7% 7.7% | 7.2% | 15.4% | 26.6%
5 Years 5.7% | 5.9% | 8.7% | 10.5% 6.4% | 6.4% | 15.7% | 23.3%
7 Years 7.2% | 7.3% | 8.1% | 8.5% 11.2% | 11.2% | 13.0% | 15.4%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 19, 2020 July 11, 2020 143 days 14% Nifty 50: 37% 11167 9561 11176
Jan. 17, 2022 Aug. 17, 2022 212 days 6% Nifty 50: 16% 13679 12881 13679