MF
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Small Cap

Union Small Cap Fund · Direct · Growth

Union Mutual Fund

NAV

₹66.0900

as of 29 Sept 2026

Expense Ratio

1.08%

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+22.96%
3Y
+16.94%
5Y
+17.07%
Since Inception
+16.59%

SIP returns (XIRR)

1Y
+28.50%
3Y
+16.86%
5Y
+18.85%
Since Inception
+18.57%

Performance Comparison

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Fund Details

Fund HouseUnion Mutual Fund
CategorySmall Cap
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. The current expense ratio is 1.08%.

Who Should Invest?

  • •Small-cap stocks can swing sharply in both directions — the category is built for money that can stay invested for years
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