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.
2/5
₹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 - Growth Option
3Y ago₹1.64 L
5Y ago₹2.31 L
small capDirect
Tata Small Cap Fund - Direct Plan - Growth Option
3Y ago₹1.41 L
5Y ago₹2.10 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Union Small Cap Fund - Direct P… | Tata Small Cap Fund - Direct Pl… |
|---|---|---|
| Fund house | Union Mutual Fund | Tata Mutual Fund |
| Category | Equity Scheme - Small Cap Fund | Equity Scheme - Small Cap Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹67.94 | ₹45.1574 |
| Assets managed (AUM) | — | — |
| 1M return | 4.67% | 2.17% |
| 6M return | 25.35% | 21.55% |
| 1Y return | 24.52% | 0.20% |
| 3Y CAGR | 18.00% | 12.12% |
| 5Y CAGR | 18.21% | 16.03% |
| Since inception CAGR | 16.93% | 21.27% |
| Bumpiness · 3Y (annualised σ) | 18.76 | 17.58 |
| Worst drop ever | -44.71% | -36.61% |
| Sharpe · 3Y (rf=6%) | 0.58 | 0.33 |