44
Mid CapAvoid
Union Midcap
Union · Direct–Growth · rank #21 of 34 by Smart Score
Data updated
Trailing returns
1 Year
8.5%
+3.5% vs index
3 Years
17.1%
+1.9% vs index
5 Years
15.4%
-0.4% vs index
Since launch
30.2%
Year-by-year performance
2021
+54.0%+7.1% vs index
2022
-0.8%-4.4% vs index
2023
+34.2%-10.1% vs index
2024
+30.5%+6.3% vs index
2025
+3.7%-2.1% vs index
2026
+8.9%+5.7% vs index
Why this score
Union Midcap scores 44/100 — #21 of 34 Mid Cap fund (Avoid). It stands out for 1y return — beating 69% of peers on 1y return. The main drag is its fund size (better than only 25% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
Fund size2005.31 Cr · 25th percentile in category
Expense ratio1.13% · 28th percentile in category
Sharpe ratio0.63 · 40th percentile in category
5Y return15.45% · 44th percentile in category
1Y return8.48% · 69th percentile in category
Alpha0.23 · 40th percentile in category