Union Corporate Bond Fund
Direct · Growth ₹16.44
30 Oct 2026
NAV
6.1%
3Y CAGR
6.0%
5Y CAGR
6.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-1.46
Sharpe
-5.7%
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.
0.41%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.34 L | 6.2% | -3.8% | 15.6% |
| 3 Years | ₹36.00 L | ₹39.40 L | 6.1% | 3.6% | 9.2% |
| 5 Years | ₹60.00 L | ₹69.89 L | 6.2% | 5.2% | 7.4% |
| 7 Years | ₹84.00 L | ₹1.05 Cr | 6.5% | 5.8% | 7.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 6.2% | 6.5% |
| 3 Years | 6.1% | 7.4% |
| 5 Years | 6.2% | 6.9% |
| 7 Years | 6.5% | 7.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.3% | 6.2% | 1.4% | 13.7% | -0.07 | -0.10 | 100% | — | — |
| 3 Years | 6.1% | 6.0% | 4.0% | 8.0% | -0.35 | -0.37 | 100% | — | — |
| 5 Years | 6.0% | 5.9% | 5.5% | 7.0% | -1.46 | -0.83 | 100% | — | — |
-5.7%
Max Drawdown
0 mo
Drawdown Duration
5 mo
Recovery Time
-0.3%
Avg Drawdown
Calmar Ratio by Duration
1.10
1Y
1.07
3Y
1.05
5Y
1.13
7Y