EquityFlexi Cap FundDirect · Growth
Union Flexi Cap Fund - Direct Plan - Growth Option
Union · Scheme 119292
₹59.88▼ 0.17%NAV · 2026-09-18
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
13.3%
Risk level
High
Min SIP
—
Benchmark
Nifty 500 TRI
Decent · 56/100
A solid option with a few areas worth a closer look.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓3Y CAGR: +13.3%
- ✓10Y CAGR: +13.7%
- ✓Positive 3Y windows: 98% of rolling 3Y windows positive
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.49) — took on risk without enough payoff.
- •1Y return: +5.7%
- •Beat category: beat category in 37% of windows
FundScore breakdown
56/100 · Decent
Returns
Average
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Average
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.