U
NAV 27 Oct 2026+2.88% on the day
1 year+12.0%category +3.1%
3 years+13.7%a year, category +13.2%
5 years+14.7%a year, category +13.2%
Since launch+15.0%a year, from 17 Jun 2014
How ₹10,000 has grown
Net asset value of the Regular plan, growth option. Daily history from AMFI.
₹11,198is what ₹10,000 put in on 27 Oct 2025 is worth today+12.0% (12.0% a year)
Source: AMFI via api.mfapi.in. As on 27 Oct 2026.
Returns
Point to point, as on 27 Oct 2026. Periods of a year or more are annualised. Category is the average of the 29 open-ended Regular growth Small Cap funds on AMFI’s list.
| Period | This fund | Category | Rank |
|---|---|---|---|
| 1 month | -6.2% | ||
| 6 months | +7.8% | ||
| This yearsince 31 Dec | +15.6% | ||
| 1 year | +12.0% a year | +3.1% a year | 3 of 29 |
| 3 yearsannualised | +13.7% a year | +13.2% a year | 9 of 22 |
| 5 yearsannualised | +14.7% a year | +13.2% a year | 8 of 20 |
| 10 yearsannualised | +15.6% a year | ||
| Since launch17 Jun 2014 | +15.0% a year |
If you had run a SIP
₹10,000 on the first NAV date of every month, annualised return (XIRR) to 27 Oct 2026.
3 years+11.6%₹3.6 lakh invested, a year
5 years+15.2%₹6 lakh invested, a year
10 years+18.3%₹12 lakh invested, a year
Year by year
Calendar-year returns, last NAV of each December.
+43%2017
-20%2018
+2%2019
+30%2020
+62%2021
-1%2022
+41%2023
+24%2024
-5%2025
+16%2026
How bumpy the ride has been
Computed from the fund’s own price history. This is a description of past price behaviour, not the SEBI riskometer.
LowModerateHighVery high
Very high swing. Big swings in both directions. Built for money you can leave alone for many years.
Volatility18.8%annualised, 3 years
Worst fall-45.5%Jan 2018 to Mar 2020
Recovery9 momonths back to the old high
1-year windows positive77%of 121 rolling one-year periods
Worst 1 year-23.1%any 12-month window
Best 1 year+102.6%any 12-month window
Fund facts
From AMFI’s scheme master.
Fund houseUnion Mutual Fund
CategorySmall Cap
Theme on CrowwdBusy Bee
Launched17 Jun 2014 (12.4 years)
Plan and optionRegular, Growth
ISININF582M01BY1
AMFI scheme code129647
52-week range₹44.35 to ₹61.48
Same theme
More funds in Busy Bee
Bandhan Small Cap FundBandhan · Small Cap
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HSBC Midcap FundHSBC · Mid Cap
+20.4%3y a year
ITI Small Cap FundITI · Small Cap
+20.2%3y a year
Invesco India Mid Cap FundInvesco · Mid Cap
+20.0%3y a year
WhiteOak Capital Mid Cap FundWhiteOak Capital · Mid Cap
+18.6%3y a year
Invesco India Small Cap FundInvesco · Small Cap
+18.5%3y a year
Same house
More from Union
Crowwd Network India Private Limited is an AMFI-registered Mutual Fund Distributor, ARN-364802. Mutual fund investments are subject to market risks. Read all scheme related documents carefully. This page describes how Union Small Cap Fund has behaved using NAV history published by AMFI; returns are of the Regular plan, growth option, and past performance does not guarantee future returns. It is information, not advice, and no fund is recommended to you. Category averages and ranks are computed by Crowwd across the open-ended Regular growth schemes in the same AMFI category and are not official rankings.