MF
MFGenie.ai
Otherregularidcw

Union Fixed Maturity Plan - Series 13 - Regular Plan - IDCW Payout Option

Union Mutual Fund

₹12.1945

0.00 (+0.02%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.10%
1 Month+0.41%
3 Months+1.25%
6 Months+2.56%
1 Year+6.00%
3 Years (CAGR)+6.75%
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Mar 2023)+6.74%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+5.46%
3 Year SIP+6.49%
5 Year SIP
Since Inception (Mar 2023)+6.49%

Fund Details

Fund HouseUnion Mutual Fund
CategoryOther
Plan Typeregular
Optionidcw
Min Lumpsum₹5,000
Launch Date31 Mar 2023
AMFI Code151623

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

Union Fixed Maturity Plan - Series 13 - Regular Plan - IDCW Payout Option by Union Mutual Fund is a Other fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Other category.

About This Fund

Union Fixed Maturity Plan - Series 13 - Regular Plan - IDCW Payout Option is a Other mutual fund offered by Union Mutual Fund. The fund has been operational for over 3 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations