39
Flexi CapAvoid
Union Flexi Cap
Union · Direct–Growth · rank #28 of 47 by Smart Score
Data updated
Trailing returns
1 Year
5.5%
+2.4% vs index
3 Years
12.1%
+0.5% vs index
5 Years
10.8%
+0.5% vs index
Since launch
13.1%
Year-by-year performance
2021
+38.3%+7.6% vs index
2022
+0.1%-3.7% vs index
2023
+29.0%+2.4% vs index
2024
+18.2%+2.6% vs index
2025
+4.2%-3.5% vs index
2026
+1.9%+3.9% vs index
Why this score
Union Flexi Cap scores 39/100 — #28 of 47 Flexi Cap fund (Avoid). It stands out for volatility — beating 65% of peers on volatility. The main drag is its expense ratio (better than only 12% of peers).
Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.
Expense ratio1.56% · 12th percentile in category
3Y return12.11% · 38th percentile in category
5Y return10.85% · 39th percentile in category
Volatility13.98 · 65th percentile in category
Alpha-0.54 · 34th percentile in category
Sharpe ratio0.39 · 40th percentile in category
Top holdings
1.ICICI Bank Ltd6.63%
2.HDFC Bank Ltd4.55%
3.Axis Bank Ltd3.94%
4.State Bank of India3.46%
5.Bajaj Finance Ltd2.52%
71 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.