TickerKhojUnion Mutual Fund · Equity · Small Cap · Direct plan
Union Small Cap Fund - Direct Plan - Growth
₹62.58NAV on 30 Oct 2026Expense ratio 1.08%
29 Oct 2025NAV low 49.35 · high 68.76+11.8%
In plain words
Over 3 years it returned +14.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -26.2%.
On 3-year return it ranks 9 of 24 funds in Small Cap.
A monthly SIP over 10 years ended ₹2,00,782 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -5.5% | +1.9% |
| 3 months | -1.6% | -5.1% |
| 6 months | +6.9% | -3.2% |
| 1 year | +11.8% | -10.2% |
| 3 years (yearly) | +14.6% | +7.4% |
| 5 years (yearly) | +16.1% | +6.5% |
| 10 years (yearly) | +16.4% | +11.3% |
| Since start (yearly) | +15.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,30,756 | +14.9% |
| 3 years | ₹3,60,000 | ₹4,37,145 | +12.4% |
| 5 years | ₹5,90,000 | ₹8,88,367 | +16.2% |
| 10 years | ₹11,90,000 | ₹32,90,485 | +19.2% |
Other plan of this fund: Union Small Cap Fund - Regular Plan - Growth