Funds similar to Union Retirement 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.

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

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

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

Union Retirement Fund Direct-Growth has an expense ratio of 1.41%. 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.

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

Union Retirement Fund Direct-Growth has an AUM of ₹206.31 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.

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 23.07% as of 16 Jul 2026. Union Retirement Fund Direct-Growth has delivered 15.47% CAGR over the same period, ranking 16 out of 48 funds. You can view and compare the full category ranking on sharpely.

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

On a risk-adjusted basis, Union Retirement Fund Direct-Growth has a Sharpe ratio of 0.71 compared to the Equity: Flexi Cap average of 0.56 as of 16 Jul 2026. It ranks 12 out of 52 funds in its category on Sharpe ratio.