Union Flexi Cap Fund Direct Growth Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Hardick Bora, Sanjay Bembalkar. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.95% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹2051 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹1000/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 33.86% |
Size breakup
Union Flexi Cap Fund Direct Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | -0.28% | -0.28% |
6 Month Returns | 16.26% | 16.26% |
1 Year Returns | 35.01% | 35.01% |
3 Years Returns | 75.77% | 20.68% |
5 Years Returns | 154.6% | 20.55% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Union Flexi Cap Fund Direct Growth Option | 6.31 | 2.26 | 2.22 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Union Flexi Cap Fund Direct Growth Option | 0.8 | 0.87 | 0.92 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Union Flexi Cap Fund Direct Growth Option | 3.15 | 1.21 | 0.83 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Union Flexi Cap Fund Direct Growth Option | 8.76 | 12.11 | 17.84 |