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EQUITY•FOCUSED FUND

Union Focused Fund

3 Year return

13.31%
NAV on December 25, 2025
26.88
1D Returns
-0.07%
Launched on July 2019(6 years)

Investment Details

₹500
Minimum SIP Amount
₹1000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
23.44%₹844
Total Value ₹4,444

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹427.52 Cr.
Expense Ratio
1.46% (inclusive of GST)
Exit Load
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.

Ratings

ARQ Rating
2.5

Ratings by other agencies

Value Research
4
Crisil
4
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Union Mutual Fund Manager

PD

Pratik Dharmshi

Fund Manager since Dec 2024

VM

Vinod Malviya

Fund Manager since Nov 2024

Fund House Details

Union Mutual Fund

Union Mutual Fund

Asset management company

AUM
₹23,798.76 Cr.
No. of Schemes
94
Setup Date
23rd March 2011

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HDFC Focused Fund23.3755%
3.5
ICICI Prudential Focused Equity Fund25.6555%
3.5
Mahindra Manulife Focused Fund21.8289%
0

Schemes by Union Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
Union Mutual Fund logo

Equity . Sectoral / Thematic

Union Active Momentum Fund Direct Plan Growth
0%
Union Mutual Fund logo

Equity . Sectoral / Thematic

Union Active Momentum Fund Direct Plan IDCW Payout
0%
Union Mutual Fund logo

Equity . Sectoral / Thematic

Union Active Momentum Fund Direct Plan IDCW Reinvestment
0%
Union Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Union Aggressive Hybrid Fund Direct Plan Growth
15.1458%
Union Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Union Aggressive Hybrid Fund Direct Plan IDCW Payout
15.1376%

About Union Focused Fund Direct Plan Growth

The Union Focused Fund Direct Plan Growth is managed by Union Mutual Fund, a well-known Asset Management Company (AMC) in India. This fund falls under the equity fund category, which means it primarily invests in a diversified portfolio of stocks to potentially generate long-term capital appreciation.

Investment Objectives of the Scheme

The primary goal of the Union Focused Fund is to achieve capital appreciation over the long term by investing in a focused portfolio of carefully selected stocks. The fund aims to identify companies with strong growth potential across various sectors and industries.

Key Features of The Fund

5-year return
14.9294%
Expense Ratio
1.46%
Fund Manager
Pratik Dharmshi
Fund Size
₹427.52 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

This fund is suitable for investors who are looking for long-term capital growth and are comfortable with investing in the equity market. It's important to note that equity investments carry a certain level of risk due to market fluctuations. Therefore, this fund is better suited for investors with a higher risk appetite and a longer investment horizon, typically 5 years or more.

AMC Contact Details

NameUnion Mutual Fund
Launch Date23rd March 2011
AddressUnit 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East), Mumbai - 400059
Contact(022) 6748 3300
Emailinvestorcare@unionmf.com
Websitehttps://www.unionmf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Union Focused Fund on December 25, 2025, is ₹26.88
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Union Focused Fund, is ₹427.52 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Union Focused Fund is 1.46%
The Union Focused Fund was launched on July 15, 2019. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Union Focused Fund is ₹500.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,444 in 3Y at 13.3133% returns
SIP Date1st of every month

Your next SIP Payment will be on 25 January 2026

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