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Union Focused Fund - Direct Plan - Growth Option
Union Mutual Fund · Equity · Focused Fund
₹29.54
AUM: —
NAV updated 16 days ago
Plan
Direct
Option
Growth
Risk
High
Sharpe Ratio
0.29
Std Dev (1Y)
15.17%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.57%
3m
+7.57%
6m
+11.77%
1y
+7.15%
3y
+11.36%
5y
+10.11%
10y
—
since inception
+16.5%
TopFund's Take on Union Focused Fund - Direct Plan - Growth Option
Union Focused Fund - Direct Plan - Growth Option is a Focused Fund fund from Union Mutual Fund.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.29 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 15.17% is fairly typical for Focused Fund funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
Tools & Guides for This Fund
Frequently Asked Questions about Union Focused Fund - Direct Plan - Growth Option
The current NAV (Net Asset Value) of Union Focused Fund - Direct Plan - Growth Option is ₹29.54. NAV is updated every business day after market close by AMFI.
1Y: 7.15% · 3Y CAGR: 11.36% · 5Y CAGR: 10.11%
Expense ratio data for Union Focused Fund - Direct Plan - Growth Option is not yet available.
Union Focused Fund - Direct Plan - Growth Option is managed by Union Mutual Fund.
Union Focused Fund - Direct Plan - Growth Option is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Union Focused Fund - Direct Plan - Growth Option is a Focused Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Union Focused Fund - Direct Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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