Union Innovation & Opportunities Fund — Rolling Returns & Performance Analysis
Union Innovation & Opportunities Fund (Direct Plan) is an Equity Fund from Union Mutual Fund — a fund that invests primarily in stocks for long-term growth. This page analyses its rolling returns, long-term performance and return consistency using its full NAV history (AMFI scheme code 151905).
Most sites show Union Innovation & Opportunities Fund's return for a single hand-picked period, which can make almost any fund look good or bad depending on the dates chosen. This tool instead tests Union Innovation & Opportunities Fund across every possible entry date, so you can see how it would have performed no matter when you invested — the honest way to judge an equity fund.
Union Innovation & Opportunities Fund rolling returns explained
Each point on the chart is Union Innovation & Opportunities Fund's annualised CAGR for a holding period (1M to 10Y) ending on that date. The statistics show the best, worst, median and average return, plus how often the fund ended positive — a direct measure of consistency.
Frequently asked questions
What are the rolling returns of Union Innovation & Opportunities Fund?
Rolling returns for Union Innovation & Opportunities Fund measure its annualised return (CAGR) for every possible entry date across its history — not just one flattering period. The interactive chart shows its 1-year, 3-year, 5-year, 7-year and 10-year rolling returns, with the best, worst, median and average outcome for each window.
Is Union Innovation & Opportunities Fund a consistent performer?
Judge consistency by the share of positive periods and the gap between the best and worst rolling return. A high share of positive periods and a narrow range mean Union Innovation & Opportunities Fund delivered more reliably regardless of when you invested.
What is the 5-year return of Union Innovation & Opportunities Fund?
Rather than one 5-year number that depends on the start date, this tool shows the full range of 5-year returns Union Innovation & Opportunities Fund has delivered across every historical starting point — its best, worst, median and average 5-year CAGR.
How is Union Innovation & Opportunities Fund's performance calculated?
Returns are computed from Union Innovation & Opportunities Fund's official daily NAV history from AMFI via mfapi.in. Windows of one year or more show annualised CAGR; 1-month, 3-month and 6-month windows show absolute return.