Formerly Union Small and Midcap Reg Gr
Small cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
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.
The performance of the fund on a Fund Size metric has been Poor
The performance of the fund on a Outperformance Consistency metric has been Good
Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (May 30)
6 Month CAGR
To achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities,predominantly of small cap companies.
Launched (9y ago)
Jun 10, 2014
AUM in Crores
S&P BSE 250 SmallCap Index TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Union Small Cap Fund (Growth)||10,50,609||3,17,997||14.5%|
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.
neogen chemicals ltd3.5%
j.b. chemicals & pharmaceuticals ltd shs dematerialised3.1%
cera sanitaryware ltd3%
creditaccess grameen ltd ordinary shares2.8%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 10,178 cr
₹ 8,056 cr
₹ 14,448 cr
₹ 8,860 cr
₹ 7,811 cr
Union Asset Management Co. Pvt. Ltd.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Union Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 13.5% over a period of 8 years. The fund was previously known as Union Small and Midcap Reg Gr. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Hardick Bora, Sanjay Bembalkar, Vinay Paharia.
Nav of Union Small Cap Fund (G) as of 5/30/2023 is ₹31.20 with the total AUM as of 5/31/2023 is ₹708.31. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Small Cap Fund (G) was launched on Jun 10, 2014. The category risk of the fund is Very High Risk.
The minimum SIP amount for Union Small Cap Fund (G) is ₹1000 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. Check your estimated returns on mutual funds by using sip calculator.
Union Small Cap Fund (G) 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 S&P BSE 250 SmallCap Index TR INR.
Union Small Cap Fund (G) is rated as a 2 fund in Equity and delivered 17.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Union Small Cap Fund (G).
What is Union Small Cap Fund (G)?
How to invest in Union Small Cap Fund (G)?
You can invest in Union Small Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Union Small Cap Fund (G)?
The minimum sip amount for Union Small Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Union Small Cap Fund (G) good to invest in?
As per Scripbox experts, Union Small Cap Fund (G) is a Neutral fund. You can investUnion Small Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Union Small Cap Fund (G)?
The expense ratio of the Union Small Cap Fund (G) is 2.57% for regular plan.