41
Mid CapAvoid
Union Midcap
Union · Direct–Growth · rank #21 of 33 by Smart Score
Trailing returns
1 Year
9.1%
+4.3% vs index
3 Years
19.2%
-0.1% vs index
5 Years
16.7%
-0.8% vs index
Since launch
30.8%
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
+7.3%+3.9% vs index
Why this score
Union Midcap scores 41/100 — #21 of 33 Mid Cap fund (Avoid). It stands out for 1y return — beating 76% of peers on 1y return. The main drag is its sharpe ratio (better than only 32% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
Sharpe ratio0.76 · 32nd percentile in category
Fund size1846.92 Cr · 26th percentile in category
5Y return16.72% · 40th percentile in category
3Y return19.17% · 42nd percentile in category
Alpha-1.64 · 31st percentile in category
1Y return9.14% · 76th percentile in category