Small Cap📊 NIFTY Smallcap 250 TRI(SEBI default)
Union Small Cap Fund · Direct · Growth
NAV
₹67.0300
as of 13 Nov 2026
Expense Ratio
1.02%
Viewing Direct · Growth
Risk-o-meter: not yet available here. See the latest risk-o-meter in the fund house's official disclosure.
Lumpsum returns (CAGR)
- 1Y
- +20.13%
- 3Y
- +15.82%
- 5Y
- +16.52%
- Since Inception
- +16.54%
SIP returns (XIRR)
- 1Y
- +28.38%
- 3Y
- +16.65%
- 5Y
- +18.72%
- Since Inception
- +18.47%
Performance Comparison
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Fund Details
Fund HouseUnion Mutual Fund
CategorySmall Cap
BenchmarkNIFTY Smallcap 250 TRI
Launch Date10 Jun 2014
AMFI Code129649
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
What this fund does
Union Small Cap Fund · Direct · Growth aims to generate long-term capital appreciation by investing in small-cap companies — ranked 251st and below by market capitalisation. Small-cap funds carry wider price swings than large-cap and mid-cap funds.
About This Fund
Union Small Cap Fund · Direct · Growth is a Small Cap mutual fund offered by Union Mutual Fund. The fund has been operational for over 12 years. It benchmarks its performance against NIFTY Smallcap 250 TRI. The current expense ratio is 1.02%.
Who Should Invest?
- •Small-cap stocks can swing sharply in both directions — the category is built for money that can stay invested for years