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 31 Mar 2025 the fund manages assets worth ₹1,577 Crores. The expense ratio is 0.96%.
This fund generated returns of 2.93% in the last 1 year. Since its inception, it has provided an average annual return of 16.51%.
The fund's investments are mainly concentrated in sectors like Consumer Durables, Pharmaceuticals & Biotech, Capital Markets, Auto Components and Electrical Equipments.
The top five holdings in this fund include prominent companies such as Eureka Forbes, Karur Vysya Bank, J B Chemicals &, Acutaas Chemical and KEI Industries.
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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