Union Focused Fund(G)-Direct Plan
This fund ranks 12th out of 28 funds in its category.
Strong track record of delivering high risk-adjusted returns as measured by two distinct financial risk measures.
Ability to significantly outperform benchmark returns.
Limiting losses during market downturns is a key feature of this fund's risk management strategy.
The expense ratio for the fund is 1.38%, which is higher than the category average of 0.84%.
Those who are looking for concentrated portfolios with less diversified stocks. Experienced equity investors. Those who understand market risk and volatility.
Those who are looking for a diversified portfolio with low to moderate risk and less volatility.
This analysis is updated as on March 2025.
The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.
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