41
Flexi CapAvoid
Union Flexi Cap
Union · Direct–Growth · rank #28 of 48 by Smart Score
Data updated
Trailing returns
1 Year
-1.2%
+3.5% vs index
3 Years
10.3%
+0.9% vs index
5 Years
8.7%
+0.8% vs index
Since launch
12.8%
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
-1.1%+4.9% vs index
Why this score
Union Flexi Cap scores 41/100 — #28 of 48 Flexi Cap fund (Avoid). It stands out for volatility — beating 67% of peers on volatility. The main drag is its expense ratio (better than only 14% of peers).
Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.
Expense ratio1.55% · 14th percentile in category
5Y return8.69% · 39th percentile in category
3Y return10.28% · 39th percentile in category
Volatility14.14 · 67th percentile in category
Sharpe ratio0.27 · 41st percentile in category
Fund size2319.74 Cr · 39th percentile in category
Top holdings
1.ICICI Bank Ltd6.32%
2.HDFC Bank Ltd4.51%
3.Axis Bank Ltd3.65%
4.State Bank of India3.35%
5.Bharti Airtel Ltd2.61%
73 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.