42
Flexi CapAvoid
Union Flexi Cap
Union · Direct–Growth · rank #27 of 48 by Smart Score
Data updated
Trailing returns
1 Year
0.8%
+2.9% vs index
3 Years
10.9%
+1.1% vs index
5 Years
10.2%
+0.7% vs index
Since launch
13.0%
Year-by-year performance
2021
+38.3%+7.6% vs index
2022
+0.1%-3.7% vs index
2023
+29.0%+2.4% vs index
2024
+18.2%+2.6% vs index
2025
+4.2%-3.5% vs index
2026
+0.7%+4.3% vs index
Why this score
Union Flexi Cap scores 42/100 — #27 of 48 Flexi Cap fund (Avoid). It stands out for volatility — beating 67% of peers on volatility. The main drag is its expense ratio (better than only 12% of peers).
Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.
Expense ratio1.57% · 12th percentile in category
5Y return10.18% · 39th percentile in category
Volatility14.05 · 67th percentile in category
3Y return10.92% · 42nd percentile in category
Fund size2452.32 Cr · 39th percentile in category
Alpha-0.10 · 40th percentile in category
Top holdings
1.ICICI Bank Ltd6.58%
2.HDFC Bank Ltd3.76%
3.Axis Bank Ltd3.66%
4.State Bank of India3.5%
5.Bharti Airtel Ltd2.55%
73 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.