35
FocusedAvoid
Union Focused
Union · Direct–Growth · rank #21 of 28 by Smart Score
Data updated
Trailing returns
1 Year
9.2%
+6.2% vs index
3 Years
12.5%
+0.9% vs index
5 Years
10.4%
+0.0% vs index
Since launch
16.6%
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
+11.2%+13.3% vs index
Why this score
Union Focused scores 35/100 — #21 of 28 Focused fund (Avoid). It stands out for 1y return — beating 73% of peers on 1y return. The main drag is its 5y return (better than only 25% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
5Y return10.41% · 25th percentile in category
Expense ratio1.61% · 9th percentile in category
Fund size447.82 Cr · 9th percentile in category
3Y return12.50% · 39th percentile in category
Sharpe ratio0.40 · 39th percentile in category
1Y return9.24% · 73rd percentile in category
Top holdings
1.ICICI Bank Ltd9.2%
2.Gabriel India Ltd4.99%
3.Solar Industries India Ltd4.93%
4.Tata Consumer Products Ltd4.52%
5.Torrent Pharmaceuticals Ltd4.32%
29 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.