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Union Mutual Fund

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Fund  |  Rating Ratings Fund Risk Grade Standard Deviation Sharpe
Ratio
Sortino
Ratio
Beta Alpha R-Squared
Union Arbitrage Fund - Direct Plan 0 - - - - - - -
Union Arbitrage Fund - Regular Plan 0 - - - - - - -
Union Asset Allocation Fund # (Erstwhile Union Asset Allocation Moderate)  | 3 Below Avg. 4.63 0.19 0.36 0.33 -1.29 0.69
Union Asset Allocation Fund - Direct Plan (Erstwhile Union Asset Allocation Moderate)  | 3 Below Avg. 4.64 0.30 0.55 0.34 -0.80 0.69
Union Balanced Advantage Fund - Direct Plan (Erstwhile Union Prudence Fund) 0 - - - - - - -
Union Balanced Advantage Fund - Regular Plan (Erstwhile Union Prudence Fund) 0 - - - - - - -
Union Corporate Bond Fund - Direct Plan 0 - - - - - - -
Union Corporate Bond Fund - Regular Plan 0 - - - - - - -
Union Dynamic Bond Fund  | 1 Above Avg. 3.97 -0.19 -0.27 1.60 -1.56 0.93
Union Dynamic Bond Fund - Direct Plan  | 1 Above Avg. 3.99 -0.04 -0.06 1.61 -0.96 0.93
Union Equity Savings Fund - Direct Plan 0 - - - - - - -
Union Equity Savings Fund - Regular Plan 0 - - - - - - -
Union Largecap Fund - Direct Plan (Erstwhile Union Focussed Largecap Fund) 0 - - - - - - -
Union Largecap Fund - Regular Plan (Erstwhile Union Focussed Largecap Fund) 0 - - - - - - -
Union Liquid - Unclaimed 0 - - - - - - -
Union Liquid Fund  | 1 - 1.98 -0.31 - 2.33 4.20 0.08
Union Liquid Fund - Direct Plan  | 1 - 1.98 -0.25 - 2.33 4.33 0.08
Union Multi Cap Fund (Erstwhile Union Equity)  | 1 Avg. 13.77 0.28 0.42 0.91 -3.22 0.95
Union Multi Cap Fund - Direct Plan (Erstwhile Union Equity)  | 1 Avg. 13.76 0.34 0.51 0.91 -2.44 0.95
Union Small Cap Fund - Direct Plan (Erstwhile Union Small and Midcap Fund)  | 2 Avg. 18.38 0.03 0.04 0.79 -2.28 0.93
Union Small Cap Fund - Regular Plan (Erstwhile Union Small and Midcap Fund)  | 2 Avg. 18.34 -0.02 -0.02 0.79 -3.19 0.93
Union Tax Saver Fund  | 1 Avg. 14.36 0.13 0.18 0.95 -5.54 0.95
Union Tax Saver Fund - Direct Plan  | 1 Avg. 14.37 0.19 0.27 0.95 -4.66 0.95
Union Value Discovery Fund - Direct Plan 0 - - - - - - -
Union Value Discovery Fund - Regular Plan 0 - - - - - - -
# Rating is provisional
The Risk Measures have been calculated using calendar month returns for the last three years.