30
FocusedAvoid
Union Focused
Union · Direct–Growth · rank #23 of 28 by Smart Score
Trailing returns
1 Year
7.8%
+7.3% vs index
3 Years
12.5%
+0.3% vs index
5 Years
11.5%
-0.4% vs index
Since launch
16.7%
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
+9.4%+11.2% vs index
Why this score
Union Focused scores 30/100 — #23 of 28 Focused fund (Avoid). The main drag is its 5y return (better than only 24% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
5Y return11.48% · 24th percentile in category
Expense ratio1.61% · 4th percentile in category
3Y return12.51% · 31st percentile in category
Fund size439.85 Cr · 9th percentile in category
Sharpe ratio0.41 · 30th percentile in category
Alpha-1.03 · 30th percentile in category