Returns Performance

Lumpsum Returns Performance

One time Investment of ₹5,00,000 calculated using actual historical NAV.

-3.77%
Loss: -₹18,869
₹5,00,000 ₹4,81,131
1 Month
2.84%
Gain: +₹14,178
₹5,00,000 ₹5,14,178
3 Months
26.14%
Gain: +₹1,30,698
₹5,00,000 ₹6,30,698
6 Months
19.24%
Gain: +₹96,181
₹5,00,000 ₹5,96,181
1 Year
14.92%
Gain: +₹2,58,509
₹5,00,000 ₹7,58,509
3 Years
15.52%
Gain: +₹5,29,080
₹5,00,000 ₹10,29,080
5 Years
23.75%
Gain: +₹17,25,229
₹5,00,000 ₹22,25,229
7 Years
15.87%
Gain: +₹16,80,358
₹5,00,000 ₹21,80,358
10 Years
—
Insufficient history
15 Years
15.37%
Gain: +₹24,02,087
₹5,00,000 ₹29,02,087
Since Inception
Performance Illustration
  • Lump-sum investment: ₹5,00,000
  • SIP investment: ₹10,000 per month
  • Values are calculated using actual historical NAV based on the selected investment period.
  • Current valuation is based on the latest available NAV.

SIP Performance Illustration

Monthly SIP of ₹10,000 calculated using actual historical NAV.

14.75% XIRR
Gain: +₹88,127
₹3,60,000 ₹4,48,127
36 installments 3 Years
17.06% XIRR
Gain: +₹3,18,757
₹6,00,000 ₹9,18,757
60 installments 5 Years
19.05% XIRR
Gain: +₹20,72,670
₹12,00,000 ₹32,72,670
120 installments 10 Years
—
Insufficient NAV history
15 Years
17.36% XIRR
Gain: +₹31,70,082
₹14,80,000 ₹46,50,082
148 installments Since Inception

XIRR is calculated from the actual dates and values of all SIP cash flows. Illustrations are not return guarantees.

Fund Information

AMC
Union Mutual Fund
Benchmark
—
Category
Equity
Sub Category
Small Cap Fund
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
—
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹58.3900
Exit Load
Refer to scheme factsheet.

Investment Calculator

Results use this scheme’s actual historical NAV data. They are illustrations, not return guarantees.

NAV History Chart

3024 data points
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