33
Large & Mid CapAvoid
Union Large & Midcap
Union · Direct–Growth · rank #27 of 34 by Smart Score
Trailing returns
1 Year
5.0%
+2.6% vs index
3 Years
14.3%
5 Years
13.7%
Since launch
17.4%
Year-by-year performance
2021
+40.0%—
2022
-1.9%—
2023
+28.3%—
2024
+22.3%+3.8% vs index
2025
+3.6%-4.8% vs index
2026
+2.9%+3.3% vs index
Why this score
Union Large & Midcap scores 33/100 — #27 of 34 Large & Mid Cap fund (Avoid). The main drag is its 3y return (better than only 25% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
3Y return14.28% · 25th percentile in category
5Y return13.73% · 31st percentile in category
Alpha-2.07 · 20th percentile in category
Expense ratio1.26% · 24th percentile in category
Fund size965.21 Cr · 22nd percentile in category
Sharpe ratio0.51 · 36th percentile in category