MonitorPlan n/a · IDCW
Union Overnight Fund - Unclaimed Amounts Plan - Beyond 3 years
- NAV
- 1,000.00
- 15 Sept 2026
- 1Y
- 0.0%
- Trailing CAGR
- AUM
- n/a
- Corpus
- Volatility
- Low
- 0.0% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y0.0%
- 3Y0.0%
- 5Yn/a
- 10Yn/a
- SI0.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+0.0%
- 3Y+0.0%
- 5Yn/a
- 10Yn/a
- Since inception
- 0.0%
- Calendar-day CAGR
- Excess 1Y
- -2.6%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- 0.0%
- 628 daily-ending windows
- Median rolling 3Y
- 0.0%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +0.0%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- n/a
- 0 recovered episodes
- Longest recovery
- n/a
- Trough to prior peak
- Current spell
- 0 days
- Days below latest peak
- Time below peak
- 0%
- NAV observations
No completed or open drawdown episodes in the current snapshots.
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
34
Consistency
0
Risk-adjusted
n/a
Drawdown
100
Mean
34
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
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Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
ADITYA BIRLA SUN LIFE OVERNIGHT FUND
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.3%
- 3Y
- +6.1%
- Vol
- n/a
- Max DD
- 0.0%
- Sharpe
- n/a
- 3Y win
- +94%
- Higher win rate vs category
- Higher trailing returns
Bajaj Finserv Overnight Fund
Bajaj Finserv Mutual Fund
- 1Y
- +5.3%
- 3Y
- +6.1%
- Vol
- 0.0%
- Max DD
- 0.0%
- Sharpe
- -34.25
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
BANK OF INDIA OVERNIGHT FUND
Bank of India Mutual Fund
- 1Y
- +5.5%
- 3Y
- +6.2%
- Vol
- 0.1%
- Max DD
- 0.0%
- Sharpe
- -25.14
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Edelweiss Overnight Fund
Edelweiss Mutual Fund
- 1Y
- +5.3%
- 3Y
- +6.0%
- Vol
- 0.1%
- Max DD
- 0.0%
- Sharpe
- -31.29
- 3Y win
- +16%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
HDFC Overnight Fund
HDFC Mutual Fund
- 1Y
- +5.2%
- 3Y
- +6.0%
- Vol
- n/a
- Max DD
- 0.0%
- Sharpe
- n/a
- 3Y win
- +23%
- Higher win rate vs category
- Higher trailing returns