56
Small CapHold
Union Small Cap
Union · Direct–Growth · rank #12 of 36 by Smart Score
Data updated
Trailing returns
1 Year
17.9%
+14.7% vs index
3 Years
15.2%
+2.7% vs index
5 Years
15.5%
+3.2% vs index
Since launch
16.3%
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
+20.0%+14.1% vs index
Why this score
Union Small Cap scores 56/100 — #12 of 36 Small Cap fund (Hold). It stands out for sharpe ratio and 3y return — beating 76% of peers on sharpe ratio. 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.
Sharpe ratio0.63 · 76th percentile in category
3Y return15.21% · 65th percentile in category
5Y return15.52% · 63rd percentile in category
Expense ratio1.09% · 22nd percentile in category
1Y return17.86% · 92nd percentile in category
Fund size2731.92 Cr · 26th percentile in category
Top holdings
1.Navin Fluorine International Ltd3.4%
2.Gabriel India Ltd3.08%
3.Karur Vysya Bank Ltd3.06%
4.Multi Commodity Exchange Of India Ltd2.99%
5.Kirloskar Oil Engines Ltd2.87%
84 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.