37
Large & Mid CapAvoid
Union Large & Midcap
Union · Direct–Growth · rank #27 of 36 by Smart Score
Data updated
Trailing returns
1 Year
3.9%
+3.7% vs index
3 Years
12.7%
5 Years
11.8%
Since launch
17.2%
Year-by-year performance
2021
+40.0%—
2022
-1.9%—
2023
+28.3%—
2024
+22.3%+3.8% vs index
2025
+3.6%-4.8% vs index
2026
+4.5%+6.4% vs index
Why this score
Union Large & Midcap scores 37/100 — #27 of 36 Large & Mid Cap fund (Avoid). It stands out for 1y return — beating 65% of peers on 1y return. The main drag is its 5y return (better than only 33% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
5Y return11.75% · 33rd percentile in category
3Y return12.71% · 37th percentile in category
Expense ratio1.29% · 25th percentile in category
Fund size1017.77 Cr · 26th percentile in category
Alpha-1.95 · 29th percentile in category
1Y return3.92% · 65th percentile in category
Top holdings
1.ICICI Bank Ltd5.07%
2.HDFC Bank Ltd2.72%
3.Bharti Airtel Ltd2.28%
4.One 97 Communications Ltd2.26%
5.Zomato Ltd2.23%
76 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.