34
FocusedAvoid
Union Focused
Union · Direct–Growth · rank #20 of 28 by Smart Score
Data updated
Trailing returns
1 Year
3.5%
+8.3% vs index
3 Years
10.5%
+1.1% vs index
5 Years
8.4%
+0.5% vs index
Since launch
15.7%
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
+7.3%+13.3% vs index
Why this score
Union Focused scores 34/100 — #20 of 28 Focused fund (Avoid). It stands out for 1y return — beating 84% of peers on 1y return. The main drag is its 5y return (better than only 23% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
5Y return8.39% · 23rd percentile in category
Expense ratio1.57% · 9th percentile in category
Fund size432.72 Cr · 9th percentile in category
3Y return10.50% · 39th percentile in category
Sharpe ratio0.27 · 34th percentile in category
1Y return3.55% · 84th percentile in category
Top holdings
1.ICICI Bank Ltd8.77%
2.Solar Industries India Ltd5.47%
3.Gabriel India Ltd4.81%
4.Zomato Ltd4.35%
5.Navin Fluorine International Ltd4.34%
29 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.