NAV
₹64.1300
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- +18.76%
- 3Y
- +18.78%
- 5Y
- +17.23%
- Since Inception
- +16.54%
SIP returns (XIRR)
- 1Y
- +28.46%
- 3Y
- +16.99%
- 5Y
- +18.73%
- Since Inception
- +18.54%
Performance Comparison
Thinking about Union Small Cap Fund · Direct · Growth?
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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
Investment Objective
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 offer higher growth potential but also carry higher volatility and risk compared to 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.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Investors who understand that small-cap stocks can be highly volatile and are willing to stay invested for the long term
- •SIP investors who can benefit from rupee cost averaging during market fluctuations