55
Small CapHold
Union Small Cap
Union · Direct–Growth · rank #12 of 36 by Smart Score
Trailing returns
1 Year
15.0%
+14.9% vs index
3 Years
19.3%
+1.4% vs index
5 Years
17.1%
+2.2% vs index
Since launch
16.5%
Year-by-year performance
2021
+63.4%+2.1% vs index
2022
-0.0%+3.4% vs index
2023
+43.0%-5.3% vs index
2024
+25.2%-1.3% vs index
2025
-3.6%+2.0% vs index
2026
+17.6%+9.6% vs index
Why this score
Union Small Cap scores 55/100 — #12 of 36 Small Cap fund (Hold). It stands out for 3y return and sharpe ratio — beating 73% of peers on 3y return. The main drag is its expense ratio (better than only 22% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return19.34% · 73rd percentile in category
Sharpe ratio0.79 · 77th percentile in category
Expense ratio1.14% · 22nd percentile in category
Volatility19.83 · 28th percentile in category
1Y return15.00% · 92nd percentile in category
Fund size2267.79 Cr · 32nd percentile in category