Union Mutual Fund - Risk Stats - Value Research Online
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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 Asset Allocation Fund (Erstwhile Union Asset Allocation Moderate)  | 2 Below Avg. 4.66 -0.14 -0.29 0.36 -1.79 0.74
Union Asset Allocation Fund - Direct Plan (Erstwhile Union Asset Allocation Moderate)  | 2 Below Avg. 4.67 -0.01 -0.03 0.36 -1.21 0.74
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. 4.04 -0.30 -0.44 1.70 -1.13 0.95
Union Dynamic Bond Fund - Direct Plan  | 1 Above Avg. 4.06 -0.12 -0.17 1.71 -0.39 0.95
Union Equity Fund  | 1 Avg. 13.65 -0.01 -0.02 0.94 -5.10 0.95
Union Equity Fund - Direct Plan  | 1 Avg. 13.64 0.04 0.06 0.94 -4.29 0.95
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  | 3 - 0.20 2.28 6.08 0.41 1.31 0.31
Union Liquid Fund - Direct Plan  | 2 - 0.19 2.94 7.74 0.41 1.43 0.32
Union Short Term Fund 0 - 0.53 -0.75 -0.66 1.14 2.03 0.33
Union Short Term Fund - Direct Plan 0 - 0.53 -0.59 -0.53 1.14 2.11 0.33
Union Small Cap Fund - Direct Plan (Erstwhile Union Small and Midcap Fund)  | 1 Above Avg. 17.28 0.10 0.14 0.76 -3.96 0.91
Union Small Cap Fund - Regular Plan (Erstwhile Union Small and Midcap Fund)  | 1 Above Avg. 17.26 0.04 0.06 0.76 -4.93 0.91
Union Tax Saver Fund  | 1 Avg. 13.67 -0.12 -0.17 0.94 -6.54 0.94
Union Tax Saver Fund - Direct Plan  | 1 Avg. 13.69 -0.06 -0.08 0.94 -5.65 0.94
The Risk Measures have been calculated using calendar month returns for the last three years.