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MF_147750

Union Large & Midcap Fund - Direct Plan - Growth Option

Equity Scheme - Large & Mid Cap Fund

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End Amount
₹28,055.83
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.16%
MF_147750 Return
Benchmark CAGR
11.11%
Nifty 50
Inflation Adj. CAGR
10.79%
Real Annualized Return
Alpha
0.06
Excess Return vs Benchmark
Beta
0.95
Volatility vs Benchmark
Sharpe Ratio
0.62
Risk-Adjusted Return
Sortino Ratio
0.88
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 61% 27% 24%
60 days 64% 18% 15%
90 days 64% 15% 11%
180 days 63% 12% 6%
1Yr 74% 6% 3%
3Yr 100% 4% 0%
5Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Union Large & Midcap Fund - Direct Plan - Growth Option Nifty 50
30 days -17.2% | -70.1% | 25.9% | 212.5% 26.6% | -64.5% | 13.6% | 210.6%
60 days -34.1% | -61.9% | 21.6% | 138.1% -23.0% | -53.0% | 14.5% | 143.7%
90 days -19.5% | -58.6% | 20.0% | 109.3% -25.0% | -65.3% | 15.5% | 122.8%
1 Year -0.7% | -1.9% | 15.8% | 62.9% -10.0% | -5.9% | 12.1% | 62.8%
3 Years 12.5% | 12.1% | 18.2% | 28.4% 7.7% | 6.8% | 14.9% | 27.1%
5 Years 10.0% | 10.0% | 18.3% | 26.6% 6.4% | 5.9% | 15.2% | 24.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 10 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 20, 2020 Sept. 15, 2020 208 days 36% Nifty 50: 37% 10628 6839 10738
Sept. 16, 2020 Oct. 8, 2020 22 days 7% Nifty 50: 7% 10788 10060 10847
Jan. 12, 2021 Feb. 6, 2021 25 days 7% Nifty 50: 6% 13101 12213 13210
March 3, 2021 May 26, 2021 84 days 5% Nifty 50: 6% 13579 12891 13659
Oct. 18, 2021 Jan. 13, 2022 87 days 8% Nifty 50: 10% 18046 16670 18046
Jan. 17, 2022 June 3, 2023 502 days 20% Nifty 50: 16% 18116 14566 18175
Sept. 11, 2023 Nov. 16, 2023 66 days 6% Nifty 50: 6% 20698 19402 20728
Sept. 23, 2024 Oct. 29, 2025 401 days 19% Nifty 50: 15% 28325 23021 28355
Jan. 5, 2026 June 18, 2026 164 days 13% Nifty 50: 15% 28355 24796 28445
Aug. 31, 2026 Oct. 30, 2026 60 days 10% Nifty 50: 8% 30050 27099 28056