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 (34 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 | ₹126.24 |
| 14 Jul 2019 | ₹113.12 |
| 19 Jul 2020 | ₹111.83 |
| 24 Jul 2021 | ₹234.99 |
| 30 Jul 2022 | ₹249.80 |
| 04 Aug 2023 | ₹305.96 |
| 09 Aug 2024 | ₹417.50 |
| 14 Aug 2025 | ₹414.02 |
| 20 Aug 2026 | ₹459.24 |
| Metric | Union · Regular · IDCW NAV ₹46.20 Very High risk ★★☆☆☆ | Category median Small Cap Fund · 34 funds |
|---|---|---|
| +7.77% | +7.77% | |
| +13.86% | +11.04% | |
| +15.01% | +13.21% | |
| +13.40% | +11.26% | |
| +13.34% | +15.35% | |
| +14.12% | — | |
| +14.77% | +16.66% | |
| +15.03% | +15.71% | |
| +13.67% | +12.21% | |
| Risk | ||
| 19.73% | 18.02% | |
| 0.37 | 0.37 | |
| 0.48 | 0.48 | |
| -49.25% | -36.49% | |
| Nifty Smallcap 250 | — | |
| -1.57% | -1.99% | |
| 0.81 | 0.88 | |
| 77.1% | 83.6% | |
| 77.6% | 86.1% | |
| 2.19% | 2.00% | |
| ₹2,027Cr | ₹5,674Cr | |
| 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.