FundLens
34
FocusedAvoid

Union Focused

Union · Direct–Growth · rank #21 / 28 Smart Score ke hisaab se

Data updated

Union Focused ka score 34/100 hai — 28 mein #21 Focused fund (Avoid). Mazbooti: 1 saal ka return (category mein 84th percentile). Kamzori: 5 saal ka return (category mein 28th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
7.4%
+8.4% index ke muqable
3 saal
12.1%
+0.5% index ke muqable
5 saal
11.5%
-0.1% 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
9.3%

Risk metrics

Sharpe ratio
0.38
↑ jitna zyada, utna accha
Sortino ratio
0.52
↑ jitna zyada, utna accha
Std deviation
14.79
↓ jitna kam, utna accha
Alpha
-0.84
↑ 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.