Union Mutual Fund

Union Small Cap Fund

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Union Small Cap Fund is a Small Cap fund managed by Union Mutual Fund.

Category: Small Cap
4/5
very high Risk

1Y

0%

3Y

0%

5Y

0%

10Y

%

Since Inception

0%

Current NAV

₹67.26

Lumpsum

₹5,000

SIP

₹500/month

VIEW ON BROKER on Union Mutual Fund's website

Start SIP or make lumpsum investment

Investment Objective

To provide long-term capital appreciation by investing in a diversified portfolio of a mix of equity and debt instruments. The fund follows a Small Cap investment strategy managed by Union Mutual Fund.

Key Features

  • NAV: ₹67.26
  • Small Cap category fund
  • Managed by Union Mutual Fund
  • Min SIP: ₹500/month

Portfolio Holdings

Asset Allocation

Asset allocation data not available for this fund.

Top 5 Holdings

Sector Allocation

Strengths

    Limitations

      Fund Details

      Expense Ratio

      0%

      Exit Load

      Nil

      AUM

      ₹0 Cr

      Fund Manager

      Fund Management Team

      Why this card?

      Low Expense

      Calculated based on rewards, fees, and benefits analysis.

      4.6
      Pro Score
      Returns0/10
      Cost Efficiency10/10
      Rating8/10

      This card ranks in the Top 10% for cost efficiency.

      Start Investing

      SIP from ₹500/month

      VIEW ON BROKER on Union Mutual Fund's website

      Zero commission • Instant investment

      Suitable For

      • Balanced risk-return seekers
      • First-time mutual fund investors
      • Medium-term financial goals

      Tax Information

      Debt taxation: All gains taxed at income tax slab rate regardless of holding period.

      Important: InvestingPro.in is NOT a SEBI registered investment advisor. We provide decision support and educational content only. All financial decisions are made at your own risk.

      Fair Use: Brand names/logos are property of their owners, used here for comparison under Fair Use.

      AI Logic: "Smart Advisor" recommendations are simulated algorithmic suggestions, not personalized advice.

      Please consult a SEBI-registered investment advisor before making any financial decisions.

      Read full disclaimer

      Returns vs Benchmark (CRISIL Composite Bond)

      PeriodUnion Small Cap FundCRISIL Composite BondDifference
      1Y0%——
      3Y0%——
      5Y0%——

      Return Calculator

      Monthly investment

      Based on 12% CAGR (estimated returns)

      PeriodInvestedValueGain
      1Y₹60,000₹64,047+₹4,047
      3Y₹1.8 L₹2.2 L+₹37,538
      5Y₹3.0 L₹4.1 L+₹1.1 L
      10Y₹6.0 L₹11.6 L+₹5.6 L
      15Y₹9.0 L₹25.2 L+₹16.2 L
      20Y₹12.0 L₹50.0 L+₹38.0 L

      Projections are illustrative. Mutual fund investments are subject to market risks. Past performance does not guarantee future returns.

      How to Invest in Union Small Cap Fund

      1

      Complete KYC

      PAN + Aadhaar verification (one-time, 2 min)

      2

      Choose Plan

      Direct plan recommended (lower expense ratio)

      3

      Set SIP Amount

      Minimum ₹500/month

      4

      Start Investing

      Auto-debit from bank account every month

      Frequently Asked Questions

      Is Union Small Cap Fund a good investment?

      Union Small Cap Fund has delivered 0% returns over 3 years with a very_high risk profile. It's rated 4/5. Whether it's good for you depends on your investment horizon (we recommend 5+ years for equity funds) and risk tolerance.

      What is the minimum SIP amount for Union Small Cap Fund?

      The minimum SIP amount is ₹500/month. For lumpsum investment, the minimum is ₹5,000.

      What is the expense ratio of Union Small Cap Fund?

      The expense ratio is 0%. This is the annual fee charged by Union Mutual Fund for managing the fund. We recommend comparing with similar funds in the Small Cap category.

      Should I choose Direct or Regular plan?

      Direct plans have 0.5-1% lower expense ratios (no distributor commission). Over 10+ years, this difference compounds to lakhs. We always recommend Direct plans for informed investors.

      Can I withdraw from Union Small Cap Fund anytime?

      Yes, you can redeem your investment anytime. Exit load: Nil. Redemption amount is typically credited within 1-3 business days.

      How are returns taxed?

      Debt taxation: All gains taxed at income tax slab rate regardless of holding period.

      Frequently Asked Questions

      Is Union Small Cap Fund a good investment?›
      Union Small Cap Fund has delivered 0% returns over 3 years with a very_high risk profile. It's rated 4/5. Whether it's good for you depends on your investment horizon (we recommend 5+ years for equity funds) and risk tolerance.
      What is the minimum SIP amount for Union Small Cap Fund?›
      The minimum SIP amount is ₹500/month. For lumpsum investment, the minimum is ₹5,000.
      What is the expense ratio of Union Small Cap Fund?›
      The expense ratio is 0%. This is the annual fee charged by Union Mutual Fund for managing the fund. We recommend comparing with similar funds in the Small Cap category.
      Should I choose Direct or Regular plan?›
      Direct plans have 0.5-1% lower expense ratios (no distributor commission). Over 10+ years, this difference compounds to lakhs. We always recommend Direct plans for informed investors.
      Can I withdraw from Union Small Cap Fund anytime?›
      Yes, you can redeem your investment anytime. Exit load: Nil. Redemption amount is typically credited within 1-3 business days.
      How are returns taxed?›
      Debt taxation: All gains taxed at income tax slab rate regardless of holding period.
      InvestingPro Verdict

      Union Small Cap Fund

      4.0
      Returns0.0/10
      Consistency5.0/10
      Expense Ratio10.0/10
      Fund Management8.0/10

      Union Small Cap Fund is a Small Cap fund managed by Union Mutual Fund with an expense ratio of 0%. Best for investors with high risk appetite and long horizon.

      Reviewed by InvestingPro Editorial Team

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