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Union Small Cap Fund (G) Equity - Diversified

INVEST

Plan: OPEN | Option: Growth | Pratik Dharmshi

25 Aug 26 | 12:00 AM

60.17 -0.06 (-0.10%)

  • Outperforms

    21.90%

    Return (1Y)

    beaten BSE 250 Smallcap Index TRI by 16.86%

  • More Volatile

    1.14%

    Standard Deviation (1Y)

    Higher Equity - Diversified by 1.14%

  • Inconsistent

    /0

    Months

    Has underperformed Equity - Diversified

  • Value research rating

    Not Rated

Stock Composition

NAV

Scheme Trivia

  • Union Small Cap Fund (G) fund has been the 9th best in the 5Y SIP performance in the Equity - Diversified category

  • Union Small Cap Fund (G) fund has been the 9th best in the 3Y SIP performance in the Equity - Diversified category

  • Union Small Cap Fund (G) fund has been the 9th best in the 1Y SIP performance in the Equity - Diversified category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Union Small Cap Fund (G), has underperformed by 16.86% (CAGR difference)

21.90%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

26 Aug 2025

Risk

In last 1 year , the volatility of Union Small Cap Fund (G) is Higher than by 1.14%

1.14%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For out of Last 0 Months, i.e 0% of the times It underperformed its benchmark, Equity - Diversified

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

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