46
Mid CapHold
Union Midcap
Union · Direct–Growth · rank #19 of 34 by Smart Score
Data updated
Trailing returns
1 Year
3.2%
+3.5% vs index
3 Years
15.1%
+1.9% vs index
5 Years
12.8%
-0.2% vs index
Since launch
28.8%
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
+3.5%+5.5% vs index
Why this score
Union Midcap scores 46/100 — #19 of 34 Mid Cap fund (Hold). It stands out for 1y return — beating 73% of peers on 1y return. The main drag is its fund size (better than only 25% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
Fund size1905.76 Cr · 25th percentile in category
Expense ratio1.11% · 33rd percentile in category
5Y return12.77% · 44th percentile in category
1Y return3.22% · 73rd percentile in category
Sharpe ratio0.51 · 44th percentile in category
Volatility16.98 · 56th percentile in category