49
Multi CapHold
Union MultiCap
Union · Direct–Growth · rank #17 of 33 by Smart Score
Data updated
Trailing returns
1 Year
5.6%
+10.3% vs index
3 Years
13.7%
+4.3% vs index
5 Years
—
Since launch
17.2%
Year-by-year performance
2023
+33.6%+7.1% vs index
2024
+24.0%+8.4% vs index
2025
+3.9%-3.8% vs index
2026
+5.4%+11.4% vs index
Why this score
Union MultiCap scores 49/100 — #17 of 33 Multi Cap fund (Hold). It stands out for 3y return and sharpe ratio — beating 63% of peers on 3y return. The main drag is its expense ratio (better than only 8% of peers).
Each bar shows the fund's percentile vs Multi Cap peers — a longer bar beats more of the category.
Expense ratio1.41% · 8th percentile in category
3Y return13.69% · 63rd percentile in category
Fund size1515.85 Cr · 20th percentile in category
Sharpe ratio0.58 · 63rd percentile in category
1Y return5.64% · 77th percentile in category
Volatility16.01 · 40th percentile in category
Top holdings
1.ICICI Bank Ltd4.2%
2.HDFC Bank Ltd2.95%
3.Larsen & Toubro Ltd2.41%
4.Karur Vysya Bank Ltd2.32%
5.One 97 Communications Ltd2.09%
75 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.