38
Flexi CapAvoid
Union Flexi Cap
Union · Direct–Growth · rank #30 of 46 by Smart Score
Trailing returns
1 Year
2.1%
+1.6% vs index
3 Years
12.7%
+0.4% vs index
5 Years
12.2%
+0.3% vs index
Since launch
13.2%
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
+0.8%+2.5% vs index
Why this score
Union Flexi Cap scores 38/100 — #30 of 46 Flexi Cap fund (Avoid). It stands out for volatility — beating 66% of peers on volatility. The main drag is its 3y return (better than only 33% of peers).
Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.
3Y return12.65% · 33rd percentile in category
Expense ratio1.49% · 14th percentile in category
Sharpe ratio0.44 · 33rd percentile in category
Alpha-0.70 · 29th percentile in category
Volatility13.88 · 66th percentile in category
Sortino ratio0.60 · 31st percentile in category