All comparisons
Head-to-head
Kotak Small Cap Fund - Direct Plan - Growth vsUnion Small Cap Fund - Direct Plan - Growth Option
Side-by-side comparison of Kotak Small Cap Fund - Direct Plan - Growth and Union Small Cap Fund - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
small cap
Kotak Small Cap Fund - Direct Plan - Growth
3Y ago₹1.44 L
5Y ago₹1.93 L
small cap
Union Small Cap Fund - Direct Plan - Growth Option
3Y ago₹1.64 L
5Y ago₹2.31 L
Normalised price over time
Both funds start 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 | Kotak Small Cap Fund - Direct P… | Union Small Cap Fund - Direct P… |
|---|---|---|
| Fund house | Kotak Mahindra Mutual Fund | Union Mutual Fund |
| Category | Equity Scheme - Small Cap Fund | Equity Scheme - Small Cap Fund |
| Latest NAV | ₹329.737 | ₹67.94 |
| Assets managed (AUM) | — | — |
| 1Y return | 8.82% | 24.52% |
| 3Y CAGR | 12.98% | 18.00% |
| 5Y CAGR | 14.05% | 18.21% |
| Since inception CAGR | 19.03% | 16.93% |
| Bumpiness · 3Y (annualised σ) | 15.44 | 18.76 |
| Worst drop ever | -40.61% | -44.71% |
| Sharpe · 3Y (rf=6%) | 0.42 | 0.58 |
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