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 18 out of 21 funds in the Hybrid: Equity Savings category as of 6 Oct 2026. On a 5-year return basis it ranks 20 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 1.07%. 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 ₹115.17 crore. The peers ICICI Prudential Equity Savings Fund Direct-Growth has an AUM of ₹15,794.7 crore and Kotak Equity Savings Fund Direct-Growth has ₹10,683.9 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 12.44% as of 6 Oct 2026. Union Equity Savings Fund Direct-Growth has delivered 6.68% CAGR over the same period, ranking 18 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 6 Oct 2026. It ranks 19 out of 21 funds in its category on Sharpe ratio.
