VP
Vinay PahariaFund Manager Since 2 Apr 2018
EquitySmall-Cap
Union Small Cap Fund Regular Growth
3Y Annualised
20.88%
-0.23% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
12.99%
-0.23% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 8 months
NIFTY 50
6 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹1665.52 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0.01%
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Bank of India Small Cap Fund Direct Reinvestment of Income Dist cum Cap Wdrl
18.27%
2nd
Bank of India Small Cap Fund Direct Payout of Income Dist cum Cap Wdrl
18.27%
3rd
Bank of India Small Cap Fund Direct Growth
18.25%
4th
Bank of India Small Cap Fund Regular Growth
18.09%
5th
Bank of India Small Cap Fund Regular Payout of Income Dist cum Cap Wdrl
18.09%
123rd
Union Small Cap Fund Regular Growth
12.99%
Fund Managers
HB
Hardick BoraFund Manager Since 25 Oct 2016
About Union Small Cap Fund Regular Growth
Union Small Cap Fund Regular Growth is a Equity mutual fund scheme from Union Asset Management Co. Pvt. Ltd.. This fund has been in existence for 11 years, having been launched on 2014-06-10. Union Small Cap Fund Regular Growth has ₹1665.52 Cr worth of assets under management (AUM) as of Wed Apr 29 2026. The latest Net Asset Value (NAV) of Union Small Cap Fund Regular Growth as of Tue Apr 28 2026 is ₹52.27. The fund has an expense ratio of 2.15%, which is medium comparable to most other Equity funds.
Union Small Cap Fund Regular Growth returns for the last 1 year are 20.16%. Since launch, it has delivered 14.93% average annual returns.
The Union Small Cap Fund Regular Growth has the majority of its money invested in Basic Materials, Financial Services, Industrials, Consumer Cyclical sectors.
Top 5 Holdings of Union Small Cap Fund Regular Growth.
- Acutaas Chemicals Ltd: 5.53%
- Karur Vysya Bank Ltd: 4.34%
- GE Vernova T&D India Ltd: 3.89%
- Navin Fluorine International Ltd: 3.70%
- Multi Commodity Exchange of India Ltd: 3.37%
AMC Information
| Name | Union Asset Management Co. Pvt. Ltd. |
|---|---|
| Founding Date | 2014-06-10 |
| investorcare@unionmf.com | |
| Phone | +91 022 67483333 |
| Website | www.unionmf.com/ |
| Address | Union Asset Management Co. Pvt. Ltd.,Unit 802, 8th Floor, Tower ‘A’,,Peninsula Business Park, Ganpatrao Kadam Marg,,Lower Parel (West) |
Tax Implications of Union Small Cap Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Union Asset Management Co. Pvt. Ltd.
Union Small Cap Fund Direct Growth
EquitySmall-Cap
3Y CAGR
22.32%
expense ratio
1.08%
fund size
₹1665.52 Cr
Union Dynamic Bond Fund Direct Growth Option
Fixed IncomeDynamic Bond
3Y CAGR
5.11%
expense ratio
1.27%
fund size
₹92.26 Cr
Union Small Cap Fund Regular Growth
EquitySmall-Cap
3Y CAGR
20.88%
expense ratio
2.15%
fund size
₹1665.52 Cr
Union Flexi Cap Fund Growth
EquityFlexi Cap
3Y CAGR
14.08%
expense ratio
2.09%
fund size
₹2078.58 Cr
Union Flexi Cap Fund Direct Growth Option
EquityFlexi Cap
3Y CAGR
15.38%
expense ratio
1.00%
fund size
₹2078.58 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
