55
Small CapHold
Union Small Cap
Union · Direct–Growth · rank #13 of 36 by Smart Score
Data updated
Trailing returns
1 Year
24.0%
+15.4% vs index
3 Years
17.7%
+2.5% vs index
5 Years
18.1%
+2.6% vs index
Since launch
16.8%
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
+24.4%+14.8% vs index
Why this score
Union Small Cap scores 55/100 — #13 of 36 Small Cap fund (Hold). It stands out for 3y return and sharpe ratio — beating 69% of peers on 3y return. The main drag is its expense ratio (better than only 21% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return17.67% · 69th percentile in category
Sharpe ratio0.79 · 77th percentile in category
Expense ratio1.14% · 21st percentile in category
Volatility19.83 · 24th percentile in category
1Y return23.98% · 89th percentile in category
Fund size2401.95 Cr · 32nd percentile in category
Top holdings
1.Gabriel India Ltd3.73%
2.Karur Vysya Bank Ltd3.67%
3.Navin Fluorine International Ltd3.55%
4.Kirloskar Oil Engines Ltd3.1%
5.S.J.S Enterprises Ltd3.08%
80 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.