Union Focused Fund
Direct · Growth ₹27.57
20 Apr 2026
NAV
17.0%
3Y CAGR
18.2%
5Y CAGR
17.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.49
Sharpe
-34.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.87 L | 20.4% | -23.4% | 89.2% |
| 3 Years | ₹36.00 L | ₹44.59 L | 15.4% | 1.3% | 24.2% |
| 5 Years | ₹60.00 L | ₹85.02 L | 15.3% | 6.5% | 23.1% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 20.4% | 2.1% | +18.3% |
| 3 Years | 15.4% | 11.2% | +4.2% |
| 5 Years | 15.3% | 11.1% | +4.2% |