40
Large & Mid CapAvoid
Union Large & Midcap
Union · Direct–Growth · rank #20 of 36 by Smart Score
Data updated
Trailing returns
1 Year
0.5%
+3.8% vs index
3 Years
11.8%
5 Years
9.5%
Since launch
16.5%
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
+1.1%+6.2% vs index
Why this score
Union Large & Midcap scores 40/100 — #20 of 36 Large & Mid Cap fund (Avoid). It stands out for 1y return — beating 71% of peers on 1y return. The main drag is its 5y return (better than only 29% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
5Y return9.53% · 29th percentile in category
Expense ratio1.32% · 25th percentile in category
Fund size968.79 Cr · 26th percentile in category
Alpha-1.08 · 32nd percentile in category
3Y return11.85% · 44th percentile in category
1Y return0.49% · 71st percentile in category
Top holdings
1.ICICI Bank Ltd4.84%
2.HDFC Bank Ltd2.86%
3.INDO-MIM Ltd.2.64%
4.One 97 Communications Ltd2.49%
5.Bharti Airtel Ltd2.32%
79 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.