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MF_148592

Union Aggressive Hybrid Fund - Direct Plan - Growth Option

Hybrid Scheme - Aggressive Hybrid Fund

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End Amount
₹19,103.59
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.72%
MF_148592 Return
Benchmark CAGR
10.38%
Nifty 50
Inflation Adj. CAGR
6.62%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.77
Volatility vs Benchmark
Sharpe Ratio
0.54
Risk-Adjusted Return
Sortino Ratio
0.84
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 55% 13% 21%
60 days 57% 9% 11%
90 days 56% 8% 8%
180 days 51% 5% 3%
1Yr 53% 3% 2%
3Yr 51% 1% 1%
5Yr 86% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Union Aggressive Hybrid Fund - Direct Plan - Growth Option Nifty 50
30 days -7.3% | -51.6% | 16.0% | 118.1% 26.6% | -56.8% | 10.3% | 161.9%
60 days -24.8% | -36.6% | 12.7% | 76.4% -23.0% | -41.2% | 10.4% | 95.1%
90 days -17.5% | -27.8% | 12.8% | 61.5% -25.0% | -31.1% | 12.1% | 66.3%
1 Year -1.9% | -1.8% | 8.7% | 30.6% -10.0% | -6.6% | 9.4% | 30.5%
3 Years 10.4% | 9.8% | 13.9% | 17.3% 7.7% | 6.5% | 13.7% | 17.9%
5 Years 8.1% | 7.8% | 10.9% | 13.9% 6.4% | 5.7% | 10.3% | 14.5%
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) 6 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Oct. 18, 2021 Jan. 12, 2022 86 days 6% Nifty 50: 10% 13237 12430 13237
Jan. 17, 2022 Dec. 1, 2022 318 days 15% Nifty 50: 16% 13307 11295 13307
Dec. 1, 2022 May 30, 2023 180 days 8% Nifty 50: 10% 13307 12281 13317
Sept. 26, 2024 June 26, 2025 273 days 14% Nifty 50: 15% 19034 16434 19044
Jan. 5, 2026 July 4, 2026 180 days 10% Nifty 50: 15% 19602 17590 19671
Aug. 14, 2026 Oct. 30, 2026 77 days 7% Nifty 50: 9% 20070 18685 19104