18
Large CapAvoid
Union Large Cap
Union · Direct–Growth · rank #33 of 35 by Smart Score
Data updated
Trailing returns
1 Year
-4.9%
+2.4% vs index
3 Years
7.0%
+0.9% vs index
5 Years
7.1%
+0.3% vs index
Since launch
9.9%
Year-by-year performance
2021
+29.3%+4.0% vs index
2022
+0.2%-5.2% vs index
2023
+23.3%+2.2% vs index
2024
+13.3%+3.5% vs index
2025
+5.2%-6.4% vs index
2026
-4.8%+5.1% vs index
Why this score
Union Large Cap scores 18/100 — #33 of 35 Large Cap fund (Avoid). The main drag is its 3y return (better than only 12% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
3Y return7.02% · 12th percentile in category
5Y return7.12% · 16th percentile in category
Expense ratio1.68% · 4th percentile in category
Sharpe ratio0.04 · 17th percentile in category
Alpha-0.14 · 14th percentile in category
Sortino ratio0.05 · 16th percentile in category
Top holdings
1.ICICI Bank Ltd9.66%
2.HDFC Bank Ltd6.49%
3.Reliance Industries Ltd5.3%
4.State Bank of India4.76%
5.Bharti Airtel Ltd4.15%
54 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.