Union Small Cap Fund - Direct Plan - Growth Option

Union Mutual Fund · Small Cap Fund

NAV as of 9 Sept 2026

₹68.29

1y return: +25.03%; absolute
3y return: +17.60%; CAGR
5y return: +17.98%; CAGR

NAV history

Low ₹40.52High ₹68.76

Scheme details

Fund house: Union Mutual Fund
Category: Equity Scheme - Small Cap Fund
Plan: Direct Plan
Option: Growth Option
AMFI scheme code: 129649
ISIN (growth / payout): INF582M01BU9
ISIN (reinvestment): —
52-week high: ₹68.76
52-week low: ₹49.35

SIP projection

An illustration only. The rate below is an assumption, not a forecast, and actual returns will differ.

Monthly SIP (₹)YearsAssumed annual rate (%)

Amount invested: ₹6,00,000
Projected value at 17.6% p.a.: ₹16,39,131

Other variants of this fund

Scheme	Plan	NAV	1y	3y	5y
Union Small Cap FundDirect · IDCW Option	Direct · IDCW Option	₹44.94	+9.93%	+12.66%	+14.99%
Union Small Cap FundRegular · Growth Option	Regular · Growth Option	₹61.07	+23.65%	+16.23%	+16.71%
Union Small Cap FundRegular · IDCW Option	Regular · IDCW Option	₹46.87	+9.28%	+11.55%	+13.85%

Small Cap Fund peers, sorted by 1-year return

Same plan and option, from other fund houses. Sorted by a fact, not a recommendation.

Scheme	Fund house	Plan	NAV	1y	3y	5y
ITI Small Cap FundDirect · Growth Option	ITI Mutual Fund	Direct · Growth Option	₹39.1655	+24.29%	+25.24%	+19.55%
Quant Small Cap FundDirect · Growth Option	quant Mutual Fund	Direct · Growth Option	₹324.4167	+17.86%	+17.53%	+20.11%
QUANTUM SMALL CAP FUNDDirect · Growth Option	Quantum Mutual Fund	Direct · Growth Option	₹14.33	+11.78%	—	—
Baroda BNP Paribas Small Cap FundDirect · Growth Option	Baroda BNP Paribas Mutual Fund	Direct · Growth Option	₹14.8671	+11.24%	—	—
Nippon India Small Cap FundDirect · Growth Option	Nippon India Mutual Fund	Direct · Growth Option	₹209.9913	+11.10%	+14.87%	+19.31%
Tata Small Cap FundDirect · Growth Option	Tata Mutual Fund	Direct · Growth Option	₹45.3301	+0.10%	+11.94%	+15.91%

Thinking about this fund?

Talk to The Good Wealth about whether it fits your goals and how to invest.

Talk to The Good Wealth about this fund Explore all funds

Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns. NAV data is sourced from AMFI and may be delayed. The Good Wealth is an AMFI-registered mutual fund distributor and does not provide investment advice.