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MF_148479

Union Medium Duration Fund - Direct Plan - Growth Option

Debt Scheme - Medium Duration Fund

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End Amount
₹12,568.64
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
5.38%
MF_148479 Return
Benchmark CAGR
19.39%
Nifty 50
Inflation Adj. CAGR
0.45%
Real Annualized Return
Alpha
-0.02
Excess Return vs Benchmark
Beta
0.05
Volatility vs Benchmark
Sharpe Ratio
-0.40
Risk-Adjusted Return
Sortino Ratio
-0.48
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 40% 27% 64%
60 days 35% 19% 43%
90 days 33% 15% 34%
180 days 25% 9% 22%
1Yr 9% 2% 14%
3Yr 0% 0% 11%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Union Medium Duration Fund - Direct Plan - Growth Option Nifty 50
30 days 11.4% | -13.7% | 6.8% | 16.6% -21.2% | -52.5% | 18.3% | 191.1%
60 days 6.3% | -10.6% | 6.1% | 14.2% -24.4% | -37.6% | 19.9% | 128.7%
90 days 8.2% | -7.7% | 5.9% | 11.6% -15.8% | -28.6% | 20.4% | 113.4%
1 Year 8.0% | 0.5% | 5.9% | 8.4% 9.0% | -1.3% | 16.8% | 54.1%
3 Years 5.7% | 3.8% | 4.9% | 5.6% 11.5% | 10.7% | 15.7% | 20.7%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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)
No drawdowns found for this symbol in the specified date range.