Union Small Cap Fund
Direct · Growth ₹56.94
20 Apr 2026
NAV
17.3%
3Y CAGR
17.6%
5Y CAGR
16.2%
10Y CAGR
16.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.73
Sharpe
-44.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.77 L | 18.7% | -49.5% | 113.3% |
| 3 Years | ₹36.00 L | ₹46.43 L | 18.5% | -23.4% | 51.8% |
| 5 Years | ₹60.00 L | ₹1.01 Cr | 19.1% | -11.6% | 34.7% |
| 10 Years | ₹1.20 Cr | ₹3.32 Cr | 19.7% | 16.2% | 22.6% |
Fund SIP vs NIFTY SMALLCAP 250
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 18.7% | 6.4% | +12.3% |
| 3 Years | 18.5% | 21.7% | -3.2% |
| 5 Years | 19.1% | 19.0% | +0.1% |
| 10 Years | 19.7% | 14.5% | +5.2% |