Union Focused Fund vs Invesco India Focused Fund
Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.
| Fund |  Union Focused FundFocused Fund · Direct planNAV ₹29.22 |  Invesco India Focused FundFocused Fund · Direct planNAV ₹31.87 |
|---|---|---|
| Returns | ||
| 1 year | 4.2% (best of these funds) | 2.3% |
| 3 yearsa year | 11% | 21.1% (best of these funds) |
| 5 yearsa year | 9.5% | 14.9% (best of these funds) |
| Risk | ||
| Volatilitya year | 15% (best of these funds) | 16.1% |
| Worst fall | −34% | −22% (best of these funds) |
| Best year | 92.6% (best of these funds) | 77% |
| Worst year | -5.3% (best of these funds) | -11.9% |
| Years in gain | 92% (best of these funds) | 77% |
| Cost and size | ||
| Expense ratio | 1.27% | 0.49% (best of these funds) |
| Fund size | ₹462 Cr | ₹6,454 Cr |
| Minimum SIP | ₹500 | ₹100 (best of these funds) |
| Lock-in | None | None |
Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.