Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Union Small Cap Fund - Regular Plan - IDCW Option
Union Mutual Fund · Equity · Small Cap Fund
₹46.7
AUM: —
NAV updated 20 days ago
Plan
Regular
Option
Idcw
Risk
Very High
Sharpe Ratio
0.28
Std Dev (1Y)
21.46%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+3.16%
3m
+0.13%
6m
+10.93%
1y
+9.55%
3y
+11.62%
5y
+13.91%
10y
+13.4%
since inception
+13.38%
TopFund's Take on Union Small Cap Fund - Regular Plan - IDCW Option
Union Small Cap Fund - Regular Plan - IDCW 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 modest Sharpe ratio of 0.28 — returns have only marginally compensated for the risk taken. Separately, with 21.46% annualised volatility, this is among the more turbulent funds in the Small Cap Fund space — expect sharp swings in both directions.
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 - Regular Plan - IDCW Option
The current NAV (Net Asset Value) of Union Small Cap Fund - Regular Plan - IDCW Option is ₹46.7. NAV is updated every business day after market close by AMFI.
1Y: 9.55% · 3Y CAGR: 11.62% · 5Y CAGR: 13.91%
Expense ratio data for Union Small Cap Fund - Regular Plan - IDCW Option is not yet available.
Union Small Cap Fund - Regular Plan - IDCW Option is managed by Union Mutual Fund.
Union Small Cap Fund - Regular Plan - IDCW 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 - Regular Plan - IDCW 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 - Regular Plan - IDCW 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.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.