Union Consumption Fund
Direct · Growth ₹9.74
20 Jul 2026
NAV
—
Sharpe
-16.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
Not enough data to compute SIP returns.
Not enough data to compute rolling returns.
-16.8%
Max Drawdown
3 mo
Drawdown Duration
Not recovered
Recovery Time
-7.5%
Avg Drawdown
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +3.06 | 0.92 | 89.0% | 82.1% | -2.5% | -6.6% |
| 3 Years | +0.72 | 0.92 | 89.0% | 82.1% | -0.8% | -2.2% |
| 5 Years | +0.23 | 0.92 | 89.0% | 82.1% | -0.5% | -1.4% |
| 7 Years | +0.03 | 0.92 | 89.0% | 82.1% | -0.4% | -1.0% |
| 10 Years | -0.13 | 0.92 | 89.0% | 82.1% | -0.3% | -0.7% |
| 12 Years | -0.20 | 0.92 | 89.0% | 82.1% | -0.2% | -0.6% |
| 15 Years | -0.26 | 0.92 | 89.0% | 82.1% | -0.2% | -0.5% |
39
Total Holdings
46.6%
Top 10 Weight
19
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Bharti Airtel Ltd. | 7.33% |
| 2 | Maruti Suzuki India Ltd. | 6.55% |
| 3 | Eternal Ltd. | 5.13% |
| 4 | Mahindra & Mahindra Ltd. | 4.76% |
| 5 | Varun Beverages Ltd. | 4.55% |
| 6 | Trent Ltd. | 3.86% |
| 7 | Titan Company Ltd. | 3.81% |
| 8 | Tata Consumer Products Ltd. | 3.76% |
| 9 | Hindustan Unilever Ltd. | 3.68% |
| 10 | Radico Khaitan Ltd. | 3.22% |