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  • Union Mutual Fund
  • Union Small Cap Fund (Growth)

Formerly Union Small and Midcap Reg Gr

Union Mutual Fund

Union Small Cap Fund (Growth)

EquitySmall Cap

29

NAV (Jan 24)

18.1%
5 Year CAGR
Scripbox Opinion

Neutral

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

8 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

593 Cr. Medium within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Consistently Good. The fund has performed well consistently over a period of time

Invest in this fund
Explore a scientifically created Scripbox plan within this asset class.
Build Long Term Wealth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education

No single fund can achieve what a plan can. Learn why

Historical NAV

29

NAV (Jan 24)

Fund Returns

Last 1Y

53.1%

Last 3Y

30%

Last 5Y

18.1%

Last 10Y

NA

Since Inception

15%

6 Month CAGR

6.6%

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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.

Expense Ratio

2.59

Launched (8y ago)

Jun 10, 2014

AUM in Crores

592.381

ISIN

INF582M01BY1

Lock-in

No Lock-in

Benchmark

S&P BSE 250 SmallCap Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Hardick Bora

Fund Manager

user-avatar

Vinay Paharia

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

Union Asset Management Co. Pvt. Ltd.

Union Asset Management Co. Pvt. Ltd. manages assets worth 9,123 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.

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  • tel-amc-about
    022-24833300
  • mail-amc-about
    investorcare@unionmf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    21.1%

    15%

    21.7%

    11.9%

    4.6%

    6.8%

    0.7%

    0%

    4.5%

    4.1%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Invesco India Growth Opportunities Fund (Growth)

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    Union Small Cap Fund (G) Review

    Union Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 15% over a period of 7 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 24/01/2022 is ₹29.00 with the total AUM as of 25/01/2022 is ₹592.381. 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 3 fund in Equity and delivered 53.1% 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).

    Frequently Asked Questions

    What is Union Small Cap Fund (G)?

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