All comparisons
Head-to-head
Union Focused Fund - Direct Plan - Growth OptionvsPrincipal Focused Multicap Fund- Direct Plan - Growth Option
Side-by-side comparison of Union Focused Fund - Direct Plan - Growth Option and Principal Focused Multicap Fund- Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sector
Union Focused Fund - Direct Plan - Growth Option
3Y ago₹1.42 L
5Y ago₹1.63 L
sector
Principal Focused Multicap Fund- Direct Plan - Growth Option
3Y ago₹1.81 L
5Y ago₹2.40 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Union Focused Fund - Direct Pla… | Principal Focused Multicap Fund… |
|---|---|---|
| Fund house | Union Mutual Fund | Principal Mutual Fund |
| Category | Equity Scheme - Focused Fund | Equity Scheme - Focused Fund |
| Latest NAV | ₹29.64 | ₹116.59 |
| Assets managed (AUM) | — | — |
| 1Y return | 9.25% | 34.24% |
| 3Y CAGR | 12.38% | 21.95% |
| 5Y CAGR | 10.31% | 19.12% |
| Since inception CAGR | 16.60% | 15.78% |
| Bumpiness · 3Y (annualised σ) | 14.92 | 20.18 |
| Worst drop ever | -33.96% | -32.79% |
| Sharpe · 3Y (rf=6%) | 0.40 | 0.71 |
Explore each fund individually
Union Focused Fund - Direct Plan - Growth Option →Principal Focused Multicap Fund- Direct Plan - Growth Option →
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