Which funds are similar to Union Value Fund Direct-Growth?
Funds similar to Union Value Fund Direct-Growth in the Equity: Value Oriented category include ICICI Prudential Value Direct-Growth, SBI Contra Direct Plan-Growth, and Invesco India Contra 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 Value Fund Direct-Growth in its category?
On a 3-year return basis Union Value Fund Direct-Growth is ranked 14 out of 24 funds in the Equity: Value Oriented category as of 16 Jul 2026. On a 5-year return basis it ranks 10 out of 17. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Union Value Fund Direct-Growth's expense ratio compare to similar funds?
Union Value Fund Direct-Growth has an expense ratio of 1.54%. The peers ICICI Prudential Value Direct-Growth has an expense ratio of 1.08% and SBI Contra Direct Plan-Growth has 0.84%. 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 Value Fund Direct-Growth's AUM compare to similar funds?
Union Value Fund Direct-Growth has an AUM of ₹393.65 crore. The peers ICICI Prudential Value Direct-Growth has an AUM of ₹60,198.2 crore and SBI Contra Direct Plan-Growth has ₹47,361.7 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: Value Oriented?
The top performing fund in the Equity: Value Oriented category on a 3-year basis is UTI Nifty 500 Value 50 Index Fund Direct-Growth with a CAGR of 26.55% as of 16 Jul 2026. Union Value Fund Direct-Growth has delivered 15.40% CAGR over the same period, ranking 14 out of 24 funds. You can view and compare the full category ranking on sharpely.
How does Union Value Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Union Value Fund Direct-Growth has a Sharpe ratio of 0.70 compared to the Equity: Value Oriented average of 0.67 as of 16 Jul 2026. It ranks 12 out of 27 funds in its category on Sharpe ratio.
