Union Active Momentum Fund - Direct Plan - Growth Option
Union Mutual Fund Equity Sectoral/ Thematic
Expense Ratio
1.11%
AUM
₹36.45 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-22.67%
Poor
6 Months
-5.75%
Poor
1 Year
-6.95%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 3 quarters
AUM Metrics
Key indicators
Current AUM
₹36.45 Cr
Recent Trend
Growing
Stability Score
5.2
Growth Assessment
Unknown
Growth Performance
Historical returns
1Y
Annual Growth
N/A
3Y
3Y CAGR
N/A
5Y
5Y CAGR
N/A
Growth Assessment: Unknown
• Temporary outflows - monitor performance
• Moderate flow stability
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
18.40%
Annualized standard deviation
Sharpe Ratio
-1.136
Very Poor - Risk-adjusted return
Max Drawdown
-26.60%
High - Worst decline
Consistency
50.0%
Performance consistency
Volatility Breakdown
Daily Volatility
1.16%
Average daily price movement
Annualized Volatility
18.40%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance