12
Large CapAvoid
Union Large Cap
Union · Direct–Growth · rank #34 of 35 by Smart Score
Data updated
Trailing returns
1 Year
-7.4%
+1.3% vs index
3 Years
6.8%
+0.3% vs index
5 Years
5.5%
-0.3% vs index
Since launch
9.6%
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
-6.8%+3.9% vs index
Why this score
Union Large Cap scores 12/100 — #34 of 35 Large Cap fund (Avoid). The main drag is its 3y return (better than only 2% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
3Y return6.83% · 2nd percentile in category
5Y return5.49% · 9th percentile in category
Sharpe ratio0.02 · 8th percentile in category
Expense ratio1.68% · 7th percentile in category
Alpha-0.76 · 5th percentile in category
Sortino ratio0.03 · 8th percentile in category
Top holdings
1.ICICI Bank Ltd9.41%
2.HDFC Bank Ltd6.95%
3.Reliance Industries Ltd5.28%
4.Bharti Airtel Ltd4.31%
5.State Bank of India4.18%
55 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.