Union Equity Savings Fund
Direct · Growth ₹17.84
22 Apr 2026
NAV
8.6%
3Y CAGR
8.8%
5Y CAGR
8.5%
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.
2.48
Sharpe
-14.4%
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
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 | ₹12.44 L | 8.4% | -21.7% | 27.6% |
| 3 Years | ₹36.00 L | ₹40.57 L | 8.6% | 3.5% | 13.4% |
| 5 Years | ₹60.00 L | ₹73.64 L | 8.6% | 5.5% | 10.6% |