Union
Union Consumption Fund - Regular Plan - Growth Option
NAV history & peer comparison
All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | +0.45% | +0.27% | +0.18 | 69 / 175 | Q2 |
| 1W | -1.42% | -1.35% | -0.07 | 85 / 175 | Q2 |
| 2W | -1.10% | -0.09% | -1.01 | 136 / 176 | Q4 |
| 1M | -1.74% | -0.53% | -1.21 | 127 / 176 | Q3 |
| 3M | -1.53% | +2.12% | -3.65 | 122 / 174 | Q3 |
| 6M | -9.80% | -1.85% | -7.95 | 147 / 165 | Q4 |
| YTD | -9.98% | -1.98% | -8.00 | 156 / 165 | Q4 |
| 1Y | — | — | — | — | — |
| 2Y | — | — | — | — | — |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | -9.80% | +7.02% | -16.82 | 172 / 176 | Q4 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2026 YTD | -9.98% | -1.38% | -8.60 | 156 / 164 |
| 2025 | — | — | — | — |
Peers in Sectoral/Thematic Fund
Recent NAVs
| Date | NAV |
|---|---|
| 3 Jun 2026 | ₹9.0300 |
| 2 Jun 2026 | ₹9.0200 |
| 1 Jun 2026 | ₹8.9800 |
| 29 May 2026 | ₹9.0900 |
| 27 May 2026 | ₹9.1900 |
| 26 May 2026 | ₹9.1500 |
| 25 May 2026 | ₹9.1600 |
| 22 May 2026 | ₹9.1100 |
| 21 May 2026 | ₹9.1100 |
| 20 May 2026 | ₹9.1200 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
- risk tolerance accepts seeing the portfolio fall sharply without panic-selling
- goal isn't capital preservation in the short term
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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