44
Mid CapAvoid
Union Midcap
Union · Direct–Growth · rank #20 of 34 by Smart Score
Data updated
Trailing returns
1 Year
12.1%
+2.3% vs index
3 Years
17.7%
+1.3% vs index
5 Years
16.2%
-0.6% vs index
Since launch
30.6%
Year-by-year performance
2021
+54.0%+7.1% vs index
2022
-0.8%-4.4% vs index
2023
+34.2%-10.1% vs index
2024
+30.5%+6.3% vs index
2025
+3.7%-2.1% vs index
2026
+9.7%+5.5% vs index
Why this score
Union Midcap scores 44/100 — #20 of 34 Mid Cap fund (Avoid). It stands out for 1y return — beating 63% of peers on 1y return. The main drag is its expense ratio (better than only 26% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
Expense ratio1.14% · 26th percentile in category
Fund size1892.56 Cr · 25th percentile in category
Sharpe ratio0.66 · 39th percentile in category
5Y return16.18% · 44th percentile in category
1Y return12.05% · 63rd percentile in category
3Y return17.72% · 48th percentile in category