Funds similar to Union Large & Midcap Fund Direct-Growth in the Equity: Large & MidCap category include Mirae Asset Large & Midcap Fund Direct-Growth, SBI Large & Midcap Fund Direct Plan-Growth, and Kotak Large & Midcap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

What is the rank of Union Large & Midcap Fund Direct-Growth in its category?

On a 3-year return basis Union Large & Midcap Fund Direct-Growth is ranked 19 out of 25 funds in the Equity: Large & MidCap category as of 16 Jul 2026. On a 5-year return basis it ranks 15 out of 24. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

How does Union Large & Midcap Fund Direct-Growth's expense ratio compare to similar funds?

Union Large & Midcap Fund Direct-Growth has an expense ratio of 1.26%. The peers Mirae Asset Large & Midcap Fund Direct-Growth has an expense ratio of 0.84% and SBI Large & Midcap Fund Direct Plan-Growth has 0.82%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

How does Union Large & Midcap Fund Direct-Growth's AUM compare to similar funds?

Union Large & Midcap Fund Direct-Growth has an AUM of ₹965.21 crore. The peers Mirae Asset Large & Midcap Fund Direct-Growth has an AUM of ₹44,048 crore and SBI Large & Midcap Fund Direct Plan-Growth has ₹40,849.9 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Which fund has the best 3-year returns in the Equity: Large & MidCap?

The top performing fund in the Equity: Large & MidCap category on a 3-year basis is Invesco India Large & Mid Cap Fund Direct-Growth with a CAGR of 24.86% as of 16 Jul 2026. Union Large & Midcap Fund Direct-Growth has delivered 14.50% CAGR over the same period, ranking 19 out of 25 funds. You can view and compare the full category ranking on sharpely.

How does Union Large & Midcap Fund Direct-Growth rank in risk-adjusted returns vs peers?

On a risk-adjusted basis, Union Large & Midcap Fund Direct-Growth has a Sharpe ratio of 0.60 compared to the Equity: Large & MidCap average of 0.67 as of 16 Jul 2026. It ranks 19 out of 27 funds in its category on Sharpe ratio.