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 Equity 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 16 Jul 2026. On a 5-year return basis it ranks 17 out of 22. 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 1.61%. The peers SBI Focused Fund Direct Plan-Growth has an expense ratio of 0.85% and HDFC Focused Fund Direct-Growth has 0.76%. 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 ₹439.85 crore. The peers SBI Focused Fund Direct Plan-Growth has an AUM of ₹47,274.2 crore and HDFC Focused Fund Direct-Growth has ₹27,303.3 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 22.56% as of 16 Jul 2026. Union Focused Fund Direct-Growth has delivered 12.88% 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 0.54 compared to the Equity: Focused average of 0.57 as of 16 Jul 2026. It ranks 16 out of 27 funds in its category on Sharpe ratio.