All comparisons
Head-to-head
Union Focused Fund - Direct Plan - Growth OptionvsSundaram Select Focus Direct Plan - Growth
Side-by-side comparison of Union Focused Fund - Direct Plan - Growth Option and Sundaram Select Focus Direct Plan - Growth — 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
Sundaram Select Focus Direct Plan - Growth
3Y ago₹1.65 L
5Y ago₹2.34 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… | Sundaram Select Focus Direct Pl… |
|---|---|---|
| Fund house | Union Mutual Fund | Sundaram Mutual Fund |
| Category | Equity Scheme - Focused Fund | Equity Scheme - Focused Fund |
| Latest NAV | ₹29.64 | ₹283.5119 |
| Assets managed (AUM) | — | — |
| 1Y return | 9.25% | 25.71% |
| 3Y CAGR | 12.38% | 18.05% |
| 5Y CAGR | 10.31% | 18.51% |
| Since inception CAGR | 16.60% | 13.44% |
| Bumpiness · 3Y (annualised σ) | 14.92 | 20.51 |
| Worst drop ever | -33.96% | -36.69% |
| Sharpe · 3Y (rf=6%) | 0.40 | 0.54 |
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