Investment type
Union Small Cap Fund - Direct (G) is a mutual fund under the Small Cap category, managed by Union Mutual Fund. It was launched on 30 Dec 2009, and has been active for over 16 years. As of 30 Jun 2025 the fund manages assets worth ₹1,682 Crores. The expense ratio is 0.95%.
This fund generated returns of 0.78% in the last 1 year. Since its inception, it has provided an average annual return of 16.22%.
The fund's investments are mainly concentrated in sectors like Consumer Durables, Auto Components, Pharmaceuticals & Biotech, Electrical Equipments and Capital Markets.
The top five holdings in this fund include prominent companies such as Gabriel India, Karur Vysya Bank, Amber Enterp., Acutaas Chemical and Eureka Forbes.
To achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities, predominantly of small cap companies.
Small cap funds are high-risk as they invest in smaller, less-established companies that can be very volatile.
Yes, if you have a high-risk appetite and are seeking high growth over the long term.
A long-term holding period of five to ten years is ideal to capture growth in small companies.
Yes, though staying invested long-term can increase your chances of benefiting from substantial growth.
These funds generally have higher expenses, ranging from 1.5% to 2.5%, due to intensive management.
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