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. 4.57 0.10 0.20 0.36 -2.04 0.72
Union Asset Allocation Fund - Direct Plan (Erstwhile Union Asset Allocation Moderate)  | 2 Avg. 4.58 0.23 0.45 0.36 -1.48 0.72
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 -0.35 -0.53 1.70 -0.95 0.94
Union Dynamic Bond Fund - Direct Plan  | 1 Above Avg. 4.06 -0.18 -0.27 1.71 -0.23 0.95
Union Equity Fund  | 1 Avg. 13.27 0.29 0.43 0.94 -4.81 0.94
Union Equity Fund - Direct Plan  | 1 Avg. 13.26 0.36 0.52 0.94 -3.99 0.94
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  | 3 - 0.18 2.48 7.12 0.36 1.24 0.23
Union Liquid Fund - Direct Plan  | 2 - 0.18 3.19 7.92 0.37 1.36 0.24
Union Short Term Fund 0 - 0.55 -0.67 -0.63 1.10 2.01 0.24
Union Short Term Fund - Direct Plan 0 - 0.54 -0.50 -0.49 1.10 2.09 0.24
Union Small Cap Fund - Direct Plan (Erstwhile Union Small and Midcap Fund)  | 2 Above Avg. 17.04 0.27 0.35 0.80 -2.80 0.92
Union Small Cap Fund - Regular Plan (Erstwhile Union Small and Midcap Fund)  | 2 Above Avg. 17.02 0.21 0.28 0.80 -3.79 0.92
Union Tax Saver Fund  | 1 Above Avg. 13.56 0.16 0.23 0.95 -6.68 0.93
Union Tax Saver Fund - Direct Plan  | 1 Above Avg. 13.58 0.23 0.32 0.95 -5.80 0.93
The Risk Measures have been calculated using calendar month returns for the last three years.