Watch
Deep hole on the path
Max drawdown reached -25.0%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 19 months. Getting back to prior peak took about 19 months.
MFDirect GrowthEquity Scheme - Sectoral/ Thematic
Union Active Momentum Fund - Direct Plan - Growth Option Performance
Month-end returns from daily AMFI NAV, with return next to max drawdown. Watch, compare up to four of the same type, or read the tearsheet. Not SEBI PMS TWRR.
Union Mutual Fund · AMFI code 153109
Age: 22 months · as of 2026-10-07 · AMFI NAV · data via MFAPI · AUM Not reported
Trailing return from month-end NAV
- 1Y
- 19.54%
- 3Y
- Not reported
- 5Y
- Not reported
- CAGR
- 1.39%
- Max DD
- -25.05%
- Calmar
- 0.06
- Track
- 22 months
AMFI NAV · 2026-10-07Open tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end AMFI NAV. AUM stays Not reported.
Read of the numbers
Reported metrics only · not advice
Watch
A lot of bounce, little payoff
Vol ran at +22.4% annualised while Sharpe stayed at 0.06. You sat through noise that barely showed up in the result.
Watch
Often below a prior high
Roughly 91% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
2.56%
Annualised Return
1.39%
Hit Rate
54.55%
Maximum Drawdown
-25.05%
Annualised Volatility
22.42%
Sharpe Ratio
0.06
Sortino Ratio
0.06
Consistency Score
54.5%
PPerformance(30)RRisk(12)CConsistency(9)
- Best Year Return P
- -13.91%
- Worst Year Return P
- -13.91%
- Median Annual Return P
- -13.91%
- Average Monthly Return P
- 0.33%
- Geometric Mean Return P
- 0.12%
- Average Drawdown P
- -13.63%
- Median Drawdown P
- -14.40%
- Max Drawdown Duration P
- 19 mo
- Average Drawdown Duration P
- 10 mo
- Time to Recovery P
- 19 mo
- Return / Max Drawdown P
- 0.06
- Return / Avg Drawdown P
- 0.10
- Ulcer Index P
- 14.18%
- Positive Rolling Periods % P
- 72.73%
- Worst Rolling 12M Return P
- -13.91%
- Best Rolling 12M Return P
- 21.88%
- Worst Case Investor Entry P
- -13.91%
- Maximum Monthly Loss P
- -15.68%
- Worst 3-Month Period P
- -18.74%
- Worst 6-Month Period P
- -10.75%
- Return Stability Score P
- 15.45
- Aggressiveness Score P
- 6.47%
- Return Smoothness Index P
- 11.69
- Capital Preservation Score P
- 9.09%
- Return Persistence P
- 0.02
- Recovery Efficiency P
- 0.04
- CAGR per Unit Drawdown R
- 0.06
- Downside Volatility R
- 24.68%
- Upside Volatility R
- 11.68%
- Time in Drawdown % R
- 90.91%
- VaR 95% R
- -11.11%
- CVaR 95% R
- -13.40%
- VaR 99% R
- -15.68%
- CVaR 99% R
- -15.68%
- Semi Variance R
- 0.0051
- Volatility of Drawdowns R
- 5.95%
- Equity Curve Convexity R
- 0.01
- Calmar Ratio C
- 0.06
- Sterling Ratio C
- 0.10
- Coefficient of Variation C
- 19.57
- Return Skewness C
- -0.60
- Return Kurtosis C
- 3.31
- Burke Ratio C
- 0.06
Where these figures come from
- Each month uses the last filed AMFI NAV. The return is the percent change from the previous calendar month. A missing month is left out. It is not stored as zero.
- CAGR, Calmar, Sortino, trailing 1Y/3Y/5Y, and the scoreboard use that month-end path, with the same gates as a PMS strategy page. CAGR stays Not reported under 12 months.
- Latest NAV 10.4000 as of 2026-10-07. Source: AMFI NAV · data via MFAPI.
- AUM and expense ratio are Not reported. This source is NAV only.
- Direct and Regular stay separate scheme codes.
- Research only. No Invest Now.
FAQ
How has Union Active Momentum Fund - Direct Plan - Growth Option performed?
CAGR 1.39% and max drawdown -25.05% (Union Mutual Fund) from month-end AMFI NAV as of 2026-10-07. These are not SEBI PMS TWRR.
Why might a window say Not reported?
Trailing 1Y, 3Y, and 5Y need that many consecutive month-end NAV returns. A short or gappy track stays Not reported instead of an annualized guess.
Can I compare this with a PMS on one screen?
Open the PMS strategy and this scheme side by side. The compare tray here is mutual fund only, because daily NAV and SEBI monthly TWRR are different methods.