Which funds are similar to Union Diversified Equity All Cap Active FoF Direct-Growth?
Funds similar to Union Diversified Equity All Cap Active FoF Direct-Growth in the Equity: Flexi Cap category include Parag Parikh Flexi Cap Fund Direct-Growth, HDFC Flexi Cap Direct Plan-Growth, and Kotak Flexicap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Union Diversified Equity All Cap Active FoF Direct-Growth in its category?
The category rank of Union Diversified Equity All Cap Active FoF Direct-Growth is shown in the Trailing Returns section above.
How does Union Diversified Equity All Cap Active FoF Direct-Growth's expense ratio compare to similar funds?
Union Diversified Equity All Cap Active FoF Direct-Growth has an expense ratio of 0.51%. The peers Parag Parikh Flexi Cap Fund Direct-Growth has an expense ratio of 0.70% and HDFC Flexi Cap Direct Plan-Growth has 0.77%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Union Diversified Equity All Cap Active FoF Direct-Growth's AUM compare to similar funds?
Union Diversified Equity All Cap Active FoF Direct-Growth has an AUM of ₹192.74 crore. The peers Parag Parikh Flexi Cap Fund Direct-Growth has an AUM of ₹1,43,388 crore and HDFC Flexi Cap Direct Plan-Growth has ₹1,06,496 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Flexi Cap?
The top performing fund in the Equity: Flexi Cap category on a 3-year basis is SBI Childrens Fund - Investment Plan Direct-Growth with a CAGR of 23.07% as of 16 Jul 2026. Union Diversified Equity All Cap Active FoF Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does Union Diversified Equity All Cap Active FoF Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of Union Diversified Equity All Cap Active FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.
