Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Side by side
record, cost, returns, drawdown, size
| Measure | Union Value |
|---|---|
| Category | Value |
| Share of three-year stretches it beat its category P4 | 31% of 58 |
| Regular plan costs more than Direct by, a year P5 | 1.08% |
| Portfolio turned over a year P1 | 99% |
| Run by P7 | Gaurav Chopra · 1.8 yrs |
| 1-year return | −0.2% |
| 3 years p.a. | 12.0% |
| 5 years p.a. | 12.2% |
| Deepest fall (max drawdown) | −17.9% |
| Assets (AUM) | ₹395 Cr |
| Disclosed history | 9 mo |
| Holdings · top ten weight | 68 · 35% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.