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Union Small Cap Fund (G) Equity - Diversified

Plan: OPEN | Option: Growth | Pratik Dharmshi

26 Oct 26 | 12:00 AM

54.79 0.69 (1.28%)

  • Outperforms

    7.90%

    Return (1Y)

    beaten BSE 250 Smallcap Index TRI by 2.86%

  • More Volatile

    1.20%

    Standard Deviation (1Y)

    Higher Equity - Diversified by 1.20%

  • 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 10th best in 5Y performance in the Equity - Diversified category

  • Union Small Cap Fund (G) fund has been the 10th best in 3Y performance in the Equity - Diversified category

  • Union Small Cap Fund (G) fund has been the 10th best in 1Y 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 2.86% (CAGR difference)

7.90%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

27 Oct 2025

Risk

In last 1 year , the volatility of Union Small Cap Fund (G) is Higher than by 1.20%

1.20%

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

View Stock Composition