EquitySmall Cap FundDirect · Growth
Union Small Cap Fund - Direct Plan - Growth Option
Union · Scheme 129649
₹67.59▲ 0.61%NAV · 2026-09-18
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
20.3%
Risk level
High
Min SIP
—
Benchmark
Nifty Smallcap 250 TRI
Decent · 64/100
A solid option with a few areas worth a closer look.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Strong long-term record — 18.9% CAGR over 5 years.
- ✓Compounding well recently — 20.3% CAGR over 3 years.
- ✓3Y CAGR: +20.3%
- ✓Positive 3Y windows: 94% of rolling 3Y windows positive
📉 What could drag it down
- •Returns have been uneven across periods — less predictable than peers.
- •Can fall sharply — dropped 45% in its worst stretch. Stomach needed.
- •Small Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
- •Beat category: beat category in 37% of windows
- •Sharpe ratio: 0.65
FundScore breakdown
64/100 · Decent
Returns
Excellent
Consistency
Weak
Risk-adjusted
Average
Downside protection
Average
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.