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  • Return Analysis

Union Value Fund Direct - Growth Return Analysis

Previously called: Union Value Discovery Direct-G

Equity Strategy
Past rolling returns
Idea

SIP : This return analysis has always returned more than 8% p.a. for a holding period of 5yrs or more

PeriodFund MedianCategory Avg Median
Any 1y17.47%13.95%
Any 3y21.08%17.86%
Any 5y23.87%16.34%
Any 7y0.0%15.12%
Any 1y15.24%13.46%
Any 3y20.61%15.89%
Any 5y22.32%15.25%
Any 7y0.0%13.79%
Info

Rolling returns is the best measure of consistency & likelihood of returns. For example, if you see 15% rolling returns for 3yrs, it means that if you pick any 3-year period across the fund's life, the fund is likely to give 15%.

Periodic returns

Periodic returns show absolute returns generated by the fund in any calendar period. Compared to benchmark & category average, period returns indicate how Union Value Fund Direct - Growth has consistently performed in comparison....

Periodic returns show absolute returns generated by the fund in any calendar period. Compared to benchmark & category average, period returns indicate how Motilal Oswal Midcap Fund Direct Growth has consistently performed in comparison....

Periodic returns show absolute returns generated by the fund in any calendar period. Compared to benchmark & category average, period returns indicate how Motilal Oswal Midcap Fund Direct Growth has consistently performed in comparison. ...

Best performance quarter
Worst performance quarter