47
Multi CapHold
Union MultiCap
Union · Direct–Growth · rank #17 of 32 by Smart Score
Data updated
Trailing returns
1 Year
14.0%
+11.0% vs index
3 Years
15.9%
+4.3% vs index
5 Years
—
Since launch
19.1%
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
+9.8%+11.8% vs index
Why this score
Union MultiCap scores 47/100 — #17 of 32 Multi Cap fund (Hold). It stands out for 3y return and 1y return — beating 61% 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 ratio1.43% · 8th percentile in category
Fund size1467.28 Cr · 17th percentile in category
3Y return15.86% · 61st percentile in category
1Y return14.02% · 83rd percentile in category
Sharpe ratio0.78 · 60th percentile in category
Volatility15.67 · 40th percentile in category
Top holdings
1.ICICI Bank Ltd4.98%
2.HDFC Bank Ltd3.45%
3.Larsen & Toubro Ltd2.96%
4.State Bank of India2.76%
5.Karur Vysya Bank Ltd2.53%
74 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.