47
Multi CapHold
Union MultiCap
Union · Direct–Growth · rank #15 of 32 by Smart Score
Trailing returns
1 Year
8.5%
+8.0% vs index
3 Years
16.6%
+4.4% vs index
5 Years
—
Since launch
18.7%
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
+6.1%+7.8% vs index
Why this score
Union MultiCap scores 47/100 — #15 of 32 Multi Cap fund (Hold). It stands out for 1y return and sharpe ratio — beating 85% of peers on 1y return. The main drag is its expense ratio (better than only 11% of peers).
Each bar shows the fund's percentile vs Multi Cap peers — a longer bar beats more of the category.
Expense ratio1.39% · 11th percentile in category
Fund size1420.10 Cr · 17th percentile in category
1Y return8.54% · 85th percentile in category
Sharpe ratio0.78 · 63rd percentile in category
Alpha1.73 · 38th percentile in category
3Y return16.60% · 53rd percentile in category