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.
8 Years. The Fund has Sufficient history for analysis and the track record is good.
585 Cr. Medium within the category
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
Want the focused equity funds that are right for your long term equity investment needs?
NAV (Jun 28)
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 (8y ago)
Jun 10, 2014
AUM in Crores
S&P BSE 250 SmallCap Index TR INR
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
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.
creditaccess grameen ltd ordinary shares3.3%
tatva chintan pharma chem ltd3.3%
home first finance co india ltd ordinary shares3.2%
krishna institute of medical sciences ltd3.2%
|Fund Name||Scripbox Opinion||Fund Size||Track Record|
₹ 4,202 cr
₹ 13,023 cr
₹ 13,023 cr
₹ 4,202 cr
₹ 4,202 cr
Union Asset Management Co. Pvt. Ltd.
Union Asset Management Co. Pvt. Ltd. manages assets worth 8,968 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,34 debt and 16 hybrid funds.
|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 12.8% 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, Vinay Paharia.
Nav of Union Small Cap Fund (G) as of 6/28/2022 is ₹26.37 with the total AUM as of 6/29/2022 is ₹585. 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 5.6% 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 2.53% for regular plan.