19
Large CapAvoid
Union Large Cap
Union · Direct–Growth · rank #31 of 35 by Smart Score
Data updated
Trailing returns
1 Year
0.2%
+2.1% vs index
3 Years
8.9%
+0.7% vs index
5 Years
8.0%
+0.2% vs index
Since launch
10.2%
Year-by-year performance
2021
+29.3%+4.0% vs index
2022
+0.2%-5.2% vs index
2023
+23.3%+2.2% vs index
2024
+13.3%+3.5% vs index
2025
+5.2%-6.4% vs index
2026
-3.0%+4.7% vs index
Why this score
Union Large Cap scores 19/100 — #31 of 35 Large Cap fund (Avoid). The main drag is its 3y return (better than only 13% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
3Y return8.89% · 13th percentile in category
5Y return8.02% · 16th percentile in category
Expense ratio1.68% · 4th percentile in category
Sharpe ratio0.17 · 19th percentile in category
Sortino ratio0.22 · 14th percentile in category
Alpha-0.41 · 16th percentile in category
Top holdings
1.ICICI Bank Ltd9.52%
2.HDFC Bank Ltd6.83%
3.Reliance Industries Ltd5.42%
4.State Bank of India4.61%
5.Bharti Airtel Ltd4.37%
53 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.