NAV
₹66.2500
as of 30 Sept 2026
Expense Ratio
1.08%
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- +23.85%
- 3Y
- +17.03%
- 5Y
- +17.13%
- Since Inception
- +16.61%
SIP returns (XIRR)
- 1Y
- +28.87%
- 3Y
- +17.00%
- 5Y
- +18.93%
- Since Inception
- +18.60%
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