Compare
NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Small Cap Fund median (33 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 17 Jun 2014 – 20 Aug 2026. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one. Nifty Smallcap 250 history starts 25 Jul 2016, so that benchmark is not plotted over this window — pick a shorter range to see it.
View as table
| Date | Union Small Cap Fund |
|---|---|
| 17 Jun 2014 | ₹100.00 |
| 23 Jun 2015 | ₹124.06 |
| 27 Jun 2016 | ₹122.27 |
| 03 Jul 2017 | ₹149.60 |
| 08 Jul 2018 | ₹112.82 |
| 14 Jul 2019 | ₹101.59 |
| 19 Jul 2020 | ₹101.19 |
| 24 Jul 2021 | ₹214.21 |
| 30 Jul 2022 | ₹229.72 |
| 04 Aug 2023 | ₹284.49 |
| 09 Aug 2024 | ₹393.04 |
| 14 Aug 2025 | ₹394.33 |
| 20 Aug 2026 | ₹440.16 |
| Metric | Union · Direct · IDCW NAV ₹44.28 Very High risk ★★☆☆☆ | Category median Small Cap Fund · 33 funds |
|---|---|---|
| +8.42% | +8.34% | |
| +15.00% | +12.83% | |
| +16.16% | +14.69% | |
| +12.70% | +12.38% | |
| +12.94% | +18.55% | |
| +15.25% | — | |
| +14.25% | +20.07% | |
| +14.35% | +18.54% | |
| +13.02% | +13.69% | |
| Risk | ||
| 19.82% | 17.90% | |
| 0.43 | 0.39 | |
| 0.55 | 0.51 | |
| -55.74% | -36.18% | |
| Nifty Smallcap 250 | — | |
| -0.56% | -1.29% | |
| 0.81 | 0.89 | |
| 78.6% | 85.1% | |
| 75.5% | 83.7% | |
| 1.12% | 0.87% | |
| ₹2,027Cr | ₹6,048Cr | |
| 1.00% | — | |
| None | — | |
| ₹100 | — | |
| ₹1.00K | — | |
| 82% | 27% | |
| Gaurav Chopra · 1.8y | — | |
| 17 Jun 2014 | — | |
| 77 | — | |
| 31.3% | — | |
| 0.9% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.