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Union Retirement Fund - Regular Plan - Growth Option
Union Mutual Fund · Solution Oriented · Retirement Fund
₹16.35
AUM: —
NAV updated 9 days ago
Plan
Regular
Option
Growth
Sharpe Ratio
-0.01
Std Dev (1Y)
14.56%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.74%
3m
+0.18%
6m
+7.21%
1y
+2.06%
3y
+11.36%
5y
—
10y
—
since inception
+14.41%
TopFund's Take on Union Retirement Fund - Regular Plan - Growth Option
Union Retirement Fund - Regular Plan - Growth Option is a Retirement Fund fund from Union Mutual Fund.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.01 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 14.56% is fairly typical for Retirement Fund funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Solution Oriented fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
Tools & Guides for This Fund
Frequently Asked Questions about Union Retirement Fund - Regular Plan - Growth Option
The current NAV (Net Asset Value) of Union Retirement Fund - Regular Plan - Growth Option is ₹16.35. NAV is updated every business day after market close by AMFI.
1Y: 2.06% · 3Y CAGR: 11.36%
Expense ratio data for Union Retirement Fund - Regular Plan - Growth Option is not yet available.
Union Retirement Fund - Regular Plan - Growth Option is managed by Union Mutual Fund.
Union Retirement Fund - Regular Plan - Growth Option is classified as a Retirement Fund risk fund. It is suitable for investors with a moderate risk appetite.
Union Retirement Fund - Regular Plan - Growth Option is a Retirement Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Union Retirement Fund - Regular Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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