Union Focused Fund Direct-Growth
Equity: Focused - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: FocusedBenchmark: BSE 500 Total Return IndexCheck Portfolio Overlap →
NAV: ₹27.76-0.68%
22 Oct 2026
Similar Funds
Side-by-side comparison of Union Focused Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +0.00% | -3.88% | 4 / 27 |
| 3Y Return | +9.81% | 11.28% | 16 / 25 |
| 5Y Return | +8.19% | 9.66% | 18 / 23 |
| 10Y Return | — | 13.08% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Focused
Top funds by AUM in the Equity: Focused category — see how Union Focused Fund Direct-Growth compares on size and returns.
Funds Tracking BSE 500 Total Return Index
Top funds tracking the BSE 500 Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Union Focused Fund Direct-Growth?
Funds similar to Union Focused Fund Direct-Growth in the Equity: Focused category include SBI Focused Fund Direct Plan-Growth, HDFC Focused Fund Direct-Growth, and ICICI Prudential Focused 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 Focused Fund Direct-Growth in its category?
On a 3-year return basis Union Focused Fund Direct-Growth is ranked 16 out of 25 funds in the Equity: Focused category as of 21 Oct 2026. On a 5-year return basis it ranks 18 out of 23. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Union Focused Fund Direct-Growth's expense ratio compare to similar funds?
Union Focused Fund Direct-Growth has an expense ratio of 1.55%. The peers SBI Focused Fund Direct Plan-Growth has an expense ratio of 0.82% and HDFC Focused Fund Direct-Growth has 0.83%. 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 Focused Fund Direct-Growth's AUM compare to similar funds?
Union Focused Fund Direct-Growth has an AUM of ₹432.72 crore. The peers SBI Focused Fund Direct Plan-Growth has an AUM of ₹50,180.3 crore and HDFC Focused Fund Direct-Growth has ₹26,552.9 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 Equity: Focused?
The top performing fund in the Equity: Focused category on a 3-year basis is Invesco India Focused Fund Direct-Growth with a CAGR of 19.12% as of 21 Oct 2026. Union Focused Fund Direct-Growth has delivered 9.81% CAGR over the same period, ranking 16 out of 25 funds. You can view and compare the full category ranking on sharpely.
How does Union Focused Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Union Focused Fund Direct-Growth has a Sharpe ratio of 0.37 compared to the Equity: Focused average of 0.42 as of 21 Oct 2026. It ranks 17 out of 27 funds in its category on Sharpe ratio.