38
ValueAvoid
Union Value
Union · Direct–Growth · rank #15 / 23 Smart Score ke hisaab se
Data updated
Union Value ka score 38/100 hai — 23 mein #15 Value fund (Avoid). Kamzori: 5 saal ka return (category mein 25th percentile).
Trailing returns
index ke muqable: Nifty 500 (index-fund proxy)1 saal
-5.0%
+2.1% index ke muqable
3 saal
10.6%
+1.6% index ke muqable
5 saal
10.4%
+2.5% index ke muqable
Launch se
14.4%
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
-6.3%
Risk metrics
Sharpe ratio
0.43
↑ jitna zyada, utna accha
Sortino ratio
0.44
↑ jitna zyada, utna accha
Std deviation
14.92
↓ jitna kam, utna accha
Alpha
1.47
↑ 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.