Union Largecap Fund
Direct · Growth ₹24.70
20 Apr 2026
NAV
14.1%
3Y CAGR
14.4%
5Y CAGR
13.6%
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.
2.13
Sharpe
-36.4%
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 | ₹12.55 L | 13.6% | -56.9% | 85.6% |
| 3 Years | ₹36.00 L | ₹44.56 L | 15.0% | -18.2% | 33.7% |
| 5 Years | ₹60.00 L | ₹85.43 L | 15.0% | 5.3% | 22.5% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 13.6% | 2.1% | +11.5% |
| 3 Years | 15.0% | 11.2% | +3.7% |
| 5 Years | 15.0% | 11.1% | +3.9% |