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 (36 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 | ₹123.36 |
| 27 Jun 2016 | ₹120.18 |
| 03 Jul 2017 | ₹145.53 |
| 08 Jul 2018 | ₹145.33 |
| 14 Jul 2019 | ₹130.22 |
| 19 Jul 2020 | ₹128.73 |
| 24 Jul 2021 | ₹270.48 |
| 30 Jul 2022 | ₹287.67 |
| 04 Aug 2023 | ₹352.29 |
| 09 Aug 2024 | ₹480.72 |
| 14 Aug 2025 | ₹476.74 |
| 20 Aug 2026 | ₹598.41 |
| Metric | Union · Regular NAV ₹60.20 Very High risk ★★☆☆☆ | Category median Small Cap Fund · 36 funds |
|---|---|---|
| +21.96% | +11.03% | |
| +18.64% | +16.76% | |
| +17.90% | +16.86% | |
| +16.44% | +16.48% | |
| +15.83% | +18.05% | |
| +19.20% | — | |
| +16.40% | +19.77% | |
| +16.61% | +19.93% | |
| +15.39% | +17.35% | |
| Risk | ||
| 18.68% | 17.13% | |
| 0.65 | 0.63 | |
| 0.86 | 0.84 | |
| -45.52% | -29.92% | |
| Nifty Smallcap 250 | — | |
| +2.22% | +0.93% | |
| 0.84 | 0.87 | |
| 88.8% | 86.6% | |
| 77.6% | 79.8% | |
| 2.19% | 2.06% | |
| ₹2,027Cr | ₹4,701Cr | |
| 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.