Union Focused Fund — Rolling Returns & Performance Analysis
Union Focused Fund (Direct Plan) is a Focused Fund from Union Mutual Fund — a fund that holds a concentrated portfolio of up to 30 high-conviction stocks. This page analyses its rolling returns, long-term performance and return consistency using its full NAV history (AMFI scheme code 147492).
Most sites show Union Focused Fund's return for a single hand-picked period, which can make almost any fund look good or bad depending on the dates chosen. This tool instead tests Union Focused Fund across every possible entry date, so you can see how it would have performed no matter when you invested — the honest way to judge a focused fund.
Union Focused Fund rolling returns explained
Each point on the chart is Union Focused Fund's annualised CAGR for a holding period (1M to 10Y) ending on that date. The statistics show the best, worst, median and average return, plus how often the fund ended positive — a direct measure of consistency.
Frequently asked questions
What are the rolling returns of Union Focused Fund?
Rolling returns for Union Focused Fund measure its annualised return (CAGR) for every possible entry date across its history — not just one flattering period. The interactive chart shows its 1-year, 3-year, 5-year, 7-year and 10-year rolling returns, with the best, worst, median and average outcome for each window.
Is Union Focused Fund a consistent performer?
Judge consistency by the share of positive periods and the gap between the best and worst rolling return. A high share of positive periods and a narrow range mean Union Focused Fund delivered more reliably regardless of when you invested.
What is the 5-year return of Union Focused Fund?
Rather than one 5-year number that depends on the start date, this tool shows the full range of 5-year returns Union Focused Fund has delivered across every historical starting point — its best, worst, median and average 5-year CAGR.
How is Union Focused Fund's performance calculated?
Returns are computed from Union Focused Fund's official daily NAV history from AMFI via mfapi.in. Windows of one year or more show annualised CAGR; 1-month, 3-month and 6-month windows show absolute return.