38
ValueAvoid
Union Value
Union · Direct–Growth · rank #16 / 22 Smart Score ke hisaab se
Data updated
Union Value ka score 38/100 hai — 22 mein #16 Value fund (Avoid). Mazbooti: utaar-chadhaav (category mein 73th percentile). Kamzori: 5 saal ka return (category mein 28th percentile).
Trailing returns
index ke muqable: Nifty 500 (index-fund proxy)1 saal
4.4%
+1.7% index ke muqable
3 saal
12.9%
+1.5% index ke muqable
5 saal
13.1%
+2.8% index ke muqable
Launch se
15.6%
Saal-dar-saal performance
aakhri entry = is saal ab tak2021
33.2%
2022
5.9%
2023
34.6%
2024
17.9%
2025
8.0%
2026
-0.5%
Risk metrics
Sharpe ratio
0.60
↑ jitna zyada, utna accha
Sortino ratio
0.59
↑ jitna zyada, utna accha
Std deviation
14.43
↓ jitna kam, utna accha
Alpha
1.34
↑ jitna zyada, utna accha
Beta
0.90
≈1 yaani market ke saath
Isi category ke aur funds
Research aur education ke liye — investment advice nahi.