All comparisons
Head-to-head
Union Small Cap Fund - Direct Plan - Growth OptionvsITI Small Cap Fund - Direct Plan - Growth Option
Side-by-side comparison of Union Small Cap Fund - Direct Plan - Growth Option and ITI 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
Union Small Cap Fund - Direct Plan - Growth Option
3Y ago₹1.64 L
5Y ago₹2.31 L
small cap
ITI Small Cap Fund - Direct Plan - Growth Option
3Y ago₹1.98 L
5Y ago₹2.45 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 | Union Small Cap Fund - Direct P… | ITI Small Cap Fund - Direct Pla… |
|---|---|---|
| Fund house | Union Mutual Fund | ITI Mutual Fund |
| Category | Equity Scheme - Small Cap Fund | Equity Scheme - Small Cap Fund |
| Latest NAV | ₹67.94 | ₹38.9099 |
| Assets managed (AUM) | — | — |
| 1Y return | 24.52% | 24.51% |
| 3Y CAGR | 18.00% | 25.66% |
| 5Y CAGR | 18.21% | 19.63% |
| Since inception CAGR | 16.93% | 23.09% |
| Bumpiness · 3Y (annualised σ) | 18.76 | 19.29 |
| Worst drop ever | -44.71% | -39.86% |
| Sharpe · 3Y (rf=6%) | 0.58 | 0.90 |
Explore each fund individually
Union Small Cap Fund - Direct Plan - Growth Option →ITI Small Cap Fund - Direct Plan - Growth Option →
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