36
Large & Mid CapAvoid
Union Large & Midcap
Union · Direct–Growth · rank #28 of 36 by Smart Score
Data updated
Trailing returns
1 Year
7.8%
+2.4% vs index
3 Years
13.8%
5 Years
12.5%
Since launch
17.5%
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
+5.2%+5.6% vs index
Why this score
Union Large & Midcap scores 36/100 — #28 of 36 Large & Mid Cap fund (Avoid). The main drag is its 3y return (better than only 33% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
3Y return13.75% · 33rd percentile in category
5Y return12.52% · 37th percentile in category
Alpha-1.90 · 20th percentile in category
Expense ratio1.26% · 26th percentile in category
Fund size982.67 Cr · 26th percentile in category
Sharpe ratio0.47 · 41st percentile in category
Top holdings
1.ICICI Bank Ltd5.19%
2.HDFC Bank Ltd3.32%
3.Bharti Airtel Ltd2.57%
4.The Federal Bank Ltd2.36%
5.Max Financial Services Ltd2.13%
76 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.