47
Multi CapHold
Union MultiCap
Union · Direct–Growth · rank #18 of 32 by Smart Score
Data updated
Trailing returns
1 Year
9.0%
+11.1% vs index
3 Years
14.9%
+5.1% vs index
5 Years
—
Since launch
18.5%
Year-by-year performance
2023
+33.6%+7.1% vs index
2024
+24.0%+8.4% vs index
2025
+3.9%-3.8% vs index
2026
+8.6%+12.2% vs index
Why this score
Union MultiCap scores 47/100 — #18 of 32 Multi Cap fund (Hold). It stands out for 3y return and 1y return — beating 61% of peers on 3y return. The main drag is its expense ratio (better than only 8% of peers).
Each bar shows the fund's percentile vs Multi Cap peers — a longer bar beats more of the category.
Expense ratio1.44% · 8th percentile in category
Fund size1561.67 Cr · 20th percentile in category
3Y return14.89% · 61st percentile in category
1Y return8.97% · 80th percentile in category
Sharpe ratio0.74 · 60th percentile in category
Volatility15.52 · 44th percentile in category
Top holdings
1.ICICI Bank Ltd4.48%
2.HDFC Bank Ltd2.86%
3.Larsen & Toubro Ltd2.86%
4.One 97 Communications Ltd2.6%
5.Karur Vysya Bank Ltd2.41%
74 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.