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MF_150858

Union Multicap Fund - Direct Plan - Growth Option

Equity Scheme - Multi Cap Fund

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End Amount
₹17,975.33
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.47%
MF_150858 Return
Benchmark CAGR
7.86%
Nifty 50
Inflation Adj. CAGR
11.91%
Real Annualized Return
Alpha
0.09
Excess Return vs Benchmark
Beta
0.98
Volatility vs Benchmark
Sharpe Ratio
0.73
Risk-Adjusted Return
Sortino Ratio
1.13
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 68% 30% 20%
60 days 73% 21% 13%
90 days 77% 18% 12%
180 days 77% 15% 7%
1Yr 72% 11% 2%
3Yr 100% 7% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Union Multicap Fund - Direct Plan - Growth Option Nifty 50
30 days -18.1% | -63.2% | 25.3% | 157.7% 26.6% | -53.8% | 10.2% | 145.4%
60 days -35.6% | -46.1% | 23.5% | 99.1% -23.0% | -41.2% | 8.9% | 87.7%
90 days -17.5% | -37.5% | 22.0% | 85.7% -25.0% | -31.6% | 11.7% | 59.7%
1 Year 2.5% | -1.1% | 10.9% | 44.5% -10.0% | -8.4% | 9.4% | 31.1%
3 Years 14.2% | 13.8% | 17.5% | 20.9% 7.7% | 5.9% | 10.0% | 14.8%
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) 5 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 3, 2023 April 28, 2023 115 days 7% Nifty 50: 7% 10134 9435 10154
Sept. 11, 2023 Nov. 14, 2023 64 days 6% Nifty 50: 6% 12580 11840 12672
March 4, 2024 April 2, 2024 29 days 5% Nifty 50: 3% 14203 13422 14214
Sept. 23, 2024 May 7, 2026 591 days 20% Nifty 50: 15% 17646 14152 17842
Aug. 31, 2026 Oct. 30, 2026 60 days 9% Nifty 50: 8% 19322 17503 17975