FundLens
33
FocusedAvoid

Union Focused

Union · Direct–Growth · rank #22 / 28 Smart Score ke hisaab se

Data updated

Union Focused ka score 33/100 hai — 28 mein #22 Focused fund (Avoid). Mazbooti: 1 saal ka return (category mein 77th percentile). Kamzori: 5 saal ka return (category mein 19th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
9.3%
+6.5% index ke muqable
3 saal
12.4%
+1.0% index ke muqable
5 saal
10.3%
+0.0% index ke muqable
Launch se
16.6%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
35.4%
2022
0.9%
2023
22.0%
2024
17.5%
2025
-0.9%
2026
11.1%

Risk metrics

Sharpe ratio
0.40
↑ jitna zyada, utna accha
Sortino ratio
0.54
↑ jitna zyada, utna accha
Std deviation
14.87
↓ jitna kam, utna accha
Alpha
-0.33
↑ jitna zyada, utna accha
Beta
0.98
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.