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Union Small Cap Fund - Direct Plan - Growth Option
Union Mutual Fund · Equity · Small Cap Fund
₹67.76
AUM: —
NAV updated 21 days ago
Plan
Direct
Option
Growth
Risk
Very High
Sharpe Ratio
1.27
Std Dev (1Y)
18.23%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+3.62%
3m
+13.37%
6m
+27.75%
1y
+24.95%
3y
+17.73%
5y
+18.13%
10y
+17.48%
since inception
+16.9%
TopFund's Take on Union Small Cap Fund - Direct Plan - Growth Option
Union Small Cap Fund - Direct Plan - Growth Option is a Small Cap Fund fund from Union Mutual Fund.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.27 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 18.23% is fairly typical for Small Cap Fund funds.
Who should invest: This fund is best suited to investors with a 7-10 year horizon who can stomach 30-40% drawdowns in a bad year in exchange for higher long-term growth potential. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
Similar Funds
No similar funds found.
Tools & Guides for This Fund
Frequently Asked Questions about Union Small Cap Fund - Direct Plan - Growth Option
The current NAV (Net Asset Value) of Union Small Cap Fund - Direct Plan - Growth Option is ₹67.76. NAV is updated every business day after market close by AMFI.
1Y: 24.95% · 3Y CAGR: 17.73% · 5Y CAGR: 18.13%
Expense ratio data for Union Small Cap Fund - Direct Plan - Growth Option is not yet available.
Union Small Cap Fund - Direct Plan - Growth Option is managed by Union Mutual Fund.
Union Small Cap Fund - Direct Plan - Growth Option is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Yes, Union Small Cap Fund - Direct Plan - Growth Option is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Union Small Cap Fund - Direct Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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