Union Equity Savings Fund Direct-Growth
Hybrid: Equity Savings - Growth (Open ended)
SEBI Riskometer: Moderately HighCategory: Hybrid: Equity SavingsBenchmark: CRISIL Equity Saving IndexCheck Portfolio Overlap →
NAV: ₹17.77-0.34%
23 Oct 2026
Similar Funds
Side-by-side comparison of Union Equity Savings Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | -0.06% | 1.41% | 18 / 24 |
| 3Y Return | +6.28% | 8.36% | 20 / 21 |
| 5Y Return | +5.46% | 7.51% | 21 / 21 |
| 10Y Return | — | 8.50% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Hybrid: Equity Savings
Top funds by AUM in the Hybrid: Equity Savings category — see how Union Equity Savings Fund Direct-Growth compares on size and returns.
Funds Tracking CRISIL Equity Saving Index
Top funds tracking the CRISIL Equity Saving Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Union Equity Savings Fund Direct-Growth?
Funds similar to Union Equity Savings Fund Direct-Growth in the Hybrid: Equity Savings category include ICICI Prudential Equity Savings Fund Direct-Growth, Kotak Equity Savings Fund Direct-Growth, and HDFC Equity Savings Direct Plan-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 Equity Savings Fund Direct-Growth in its category?
On a 3-year return basis Union Equity Savings Fund Direct-Growth is ranked 20 out of 21 funds in the Hybrid: Equity Savings category as of 22 Oct 2026. On a 5-year return basis it ranks 21 out of 21. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Union Equity Savings Fund Direct-Growth's expense ratio compare to similar funds?
Union Equity Savings Fund Direct-Growth has an expense ratio of 2.11%. The peers ICICI Prudential Equity Savings Fund Direct-Growth has an expense ratio of 1.12% and Kotak Equity Savings Fund Direct-Growth has 1.09%. 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 Equity Savings Fund Direct-Growth's AUM compare to similar funds?
Union Equity Savings Fund Direct-Growth has an AUM of ₹113.6 crore. The peers ICICI Prudential Equity Savings Fund Direct-Growth has an AUM of ₹14,904.8 crore and Kotak Equity Savings Fund Direct-Growth has ₹10,442.5 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 Hybrid: Equity Savings?
The top performing fund in the Hybrid: Equity Savings category on a 3-year basis is HSBC Equity Savings Fund Direct-Growth with a CAGR of 12.22% as of 22 Oct 2026. Union Equity Savings Fund Direct-Growth has delivered 6.28% CAGR over the same period, ranking 20 out of 21 funds. You can view and compare the full category ranking on sharpely.
How does Union Equity Savings Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Union Equity Savings Fund Direct-Growth has a Sharpe ratio of 0.18 compared to the Hybrid: Equity Savings average of 0.47 as of 22 Oct 2026. It ranks 19 out of 21 funds in its category on Sharpe ratio.