Click here for top ranked funds in small cap mutual funds.
However, Scripbox does not recommend investing in small cap mutual funds.
These funds invest in the smallest companies listed on the exchanges.
Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.
Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.
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Scheme Information
Investment Objective
To achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities,predominantly of small cap companies.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Union Asset Management Co. Pvt. Ltd. manages assets worth 5,733 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,30 debt and 12 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Create an account with Scripbox through a paperless process, to invest in this fund
Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track your investments
Track, invest more and withdraw your investments through the Scripbox dashboard
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
Continuous monitoring & alerts
We will track our recommendations and suggest changes & fund exists whenever required.
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Annual reviews & rebalances
We review your investments and make course corrections every year to make the best out of your investments
About Union Small Cap Fund (DR-A)
About Union Small Cap Fund (DR-A)
Union Small Cap Fund (DR-A) is a small cap equity fund and has delivered an annualised return of 11.8% over a period of 7 years .The fund was previously known as Union Small and Midcap Reg DR.The fund is managed by Union Asset Management Co. Pvt. Ltd..The fund managers are Hardick Bora, Vinay Paharia
Union Small Cap Fund (DR-A) Investment Objective
To achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities,predominantly of small cap companies. However, there is no assurance that the objective of the scheme will be realized.
Union Small Cap Fund (DR-A) NAV,AUM,Risk
The Union Small Cap Fund (DR-A) fund was launched on Jun 10, 2014. The NAV (Net Asset Value) of this small cap equity as of 2021-03-04 is ₹ 18.46. The total AUM (Asset Under Management) of the fund as of 2021-03-04 is ₹ 393.781. The category risk of the Union Small Cap Fund (DR-A) fund is Very High Risk.
The fund charges 2.67 % as expense ratio.
Union Small Cap Fund (DR-A) Holdings
The fund’s highest allocation is towards equity and has invested 94.9% in this asset class. The top three holdings of the fund are 364 dtb 30032021,knr constructions ltd and neogen chemicals ltd
Union Small Cap Fund (DR-A) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 2000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Union Small Cap Fund (DR-A) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL NIFTY Smallcap 100 TR INR
Union Small Cap Fund (DR-A) Review
Union Small Cap Fund (DR-A) has a score of 3 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Union Small Cap Fund (DR-A) has a score of 3 out of 5.
Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
