Which funds are similar to Union Flexi Cap Fund Direct-Growth?
Funds similar to Union Flexi Cap Fund Direct-Growth in the Equity: Flexi Cap category include Parag Parikh Flexi Cap Fund Direct-Growth, HDFC Flexi Cap Direct Plan-Growth, and Kotak Flexi Cap 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 Flexi Cap Fund Direct-Growth in its category?
On a 3-year return basis Union Flexi Cap Fund Direct-Growth is ranked 28 out of 50 funds in the Equity: Flexi Cap category as of 22 Oct 2026. On a 5-year return basis it ranks 21 out of 36. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Union Flexi Cap Fund Direct-Growth's expense ratio compare to similar funds?
Union Flexi Cap Fund Direct-Growth has an expense ratio of 1.52%. The peers Parag Parikh Flexi Cap Fund Direct-Growth has an expense ratio of 0.69% and HDFC Flexi Cap Direct Plan-Growth has 0.75%. 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 Flexi Cap Fund Direct-Growth's AUM compare to similar funds?
Union Flexi Cap Fund Direct-Growth has an AUM of ₹2,319.74 crore. The peers Parag Parikh Flexi Cap Fund Direct-Growth has an AUM of ₹1,45,070 crore and HDFC Flexi Cap Direct Plan-Growth has ₹1,08,547 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 19.81% as of 22 Oct 2026. Union Flexi Cap Fund Direct-Growth has delivered 9.70% CAGR over the same period, ranking 28 out of 50 funds. You can view and compare the full category ranking on sharpely.
How does Union Flexi Cap Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Union Flexi Cap Fund Direct-Growth has a Sharpe ratio of 0.35 compared to the Equity: Flexi Cap average of 0.40 as of 22 Oct 2026. It ranks 30 out of 55 funds in its category on Sharpe ratio.
