EquityFocused FundDirect · Growth
Union Focused Fund - Direct Plan - Growth Option
Union · Scheme 147492
₹30.15▲ 0.03%NAV · 2026-09-18
Average FundScore
AUM
₹448 cr
Expense ratio
1.61%
3Y CAGR
13.8%
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Vinay PahariaExit load: Exit load of 1%, if redeemed within 15 days.
Average · 55/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓3Y CAGR: +13.8%
- ✓1Y return vs category: +4.7% vs category avg
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Pricey — 1.61% expense ratio quietly eats into long-term returns.
- •3Y CAGR vs category: -1.1% vs category avg
- •5Y CAGR vs category: -1.1% vs category avg
FundScore breakdown
55/100 · Average
Returns
Average
Consistency
Decent
Risk-adjusted
Average
Downside protection
Average
Cost efficiency
Average
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.