56
Small CapHold
Union Small Cap
Union · Direct–Growth · rank #13 of 36 by Smart Score
Data updated
Trailing returns
1 Year
21.3%
+16.5% vs index
3 Years
18.0%
+3.5% vs index
5 Years
17.8%
+3.1% vs index
Since launch
16.9%
Year-by-year performance
2021
+63.4%+2.1% vs index
2022
-0.0%+3.4% vs index
2023
+43.0%-5.3% vs index
2024
+25.2%-1.3% vs index
2025
-3.6%+2.0% vs index
2026
+25.4%+15.6% vs index
Why this score
Union Small Cap scores 56/100 — #13 of 36 Small Cap fund (Hold). It stands out for 3y return and sharpe ratio — beating 73% of peers on 3y return. The main drag is its expense ratio (better than only 21% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return18.01% · 73rd percentile in category
Sharpe ratio0.70 · 73rd percentile in category
Expense ratio1.11% · 21st percentile in category
1Y return21.30% · 92nd percentile in category
Volatility19.43 · 31st percentile in category
5Y return17.76% · 59th percentile in category
Top holdings
1.Navin Fluorine International Ltd3.67%
2.Karur Vysya Bank Ltd3.36%
3.Gabriel India Ltd3.35%
4.Multi Commodity Exchange Of India Ltd3.16%
5.GE T&D India Ltd2.96%
79 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.