Question 1

Which funds are similar to Union Flexi Cap Fund Direct-Growth?

Accepted Answer

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 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.

Question 2

What is the rank of Union Flexi Cap Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis Union Flexi Cap Fund Direct-Growth is ranked 30 out of 48 funds in the Equity: Flexi Cap category as of 16 Jul 2026. On a 5-year return basis it ranks 17 out of 33. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does Union Flexi Cap Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

Union Flexi Cap Fund Direct-Growth has an expense ratio of 1.56%. 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.

Question 4

How does Union Flexi Cap Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

Union Flexi Cap Fund Direct-Growth has an AUM of ₹2,375.89 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.

Question 5

Which fund has the best 3-year returns in the Equity: Flexi Cap?

Accepted Answer

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 Flexi Cap Fund Direct-Growth has delivered 12.68% CAGR over the same period, ranking 30 out of 48 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does Union Flexi Cap Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, Union Flexi Cap Fund Direct-Growth has a Sharpe ratio of 0.53 compared to the Equity: Flexi Cap average of 0.56 as of 16 Jul 2026. It ranks 29 out of 52 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+1.51%	1.64%	28 / 63
3Y Return	+12.68%	13.80%	30 / 48
5Y Return	+12.15%	12.60%	17 / 33
10Y Return	+13.88%	13.89%	11 / 20

Union Flexi Cap Fund Direct-Growth

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