29
FocusedAvoid
Union Focused
Union · Direct–Growth · rank #23 of 28 by Smart Score
Data updated
Trailing returns
1 Year
4.2%
+6.3% vs index
3 Years
11.0%
+1.2% vs index
5 Years
9.5%
+0.0% vs index
Since launch
16.3%
Year-by-year performance
2021
+35.4%+4.8% vs index
2022
+0.9%-2.9% vs index
2023
+22.0%-4.5% vs index
2024
+17.5%+1.9% vs index
2025
-0.9%-8.6% vs index
2026
+9.6%+13.2% vs index
Why this score
Union Focused scores 29/100 — #23 of 28 Focused fund (Avoid). The main drag is its 5y return (better than only 15% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
5Y return9.51% · 15th percentile in category
Expense ratio1.61% · 9th percentile in category
Fund size462.18 Cr · 9th percentile in category
3Y return11.00% · 35th percentile in category
Sharpe ratio0.30 · 30th percentile in category
Sortino ratio0.41 · 30th percentile in category
Top holdings
1.ICICI Bank Ltd9.03%
2.Solar Industries India Ltd5.22%
3.Gabriel India Ltd4.82%
4.Navin Fluorine International Ltd4.28%
5.Tata Consumer Products Ltd4.2%
29 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.