Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
small capDirect
Union Small Cap Fund - Direct Plan - IDCW Option
3Y ago₹1.44 L
5Y ago₹2.03 L
Every metric, side-by-side
marks the winner per row.
| Metric | Union Small Cap Fund - Direct P… |
|---|---|
| Fund house | Union Mutual Fund |
| Category | Equity Scheme - Small Cap Fund |
| Plan | Direct |
| Latest NAV | ₹44.71 |
| Assets managed (AUM) | — |
| 1M return | 4.66% |
| 6M return | 10.20% |
| 1Y return | 9.48% |
| 3Y CAGR | 13.05% |
| 5Y CAGR | 15.21% |
| Since inception CAGR | 12.99% |
| Bumpiness · 3Y (annualised σ) | 20.02 |
| Worst drop ever | -55.74% |
| Sharpe · 3Y (rf=6%) | 0.32 |