Which funds are similar to Union Small Cap Fund Direct-Growth?
Funds similar to Union Small Cap Fund Direct-Growth in the Equity: Small Cap category include Nippon India Small Cap Fund Direct-Growth, HDFC Small Cap Fund Direct-Growth, and SBI Small Cap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Union Small Cap Fund Direct-Growth in its category?
On a 3-year return basis Union Small Cap Fund Direct-Growth is ranked 11 out of 34 funds in the Equity: Small Cap category as of 16 Jul 2026. On a 5-year return basis it ranks 13 out of 25. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Union Small Cap Fund Direct-Growth's expense ratio compare to similar funds?
Union Small Cap Fund Direct-Growth has an expense ratio of 1.14%. The peers Nippon India Small Cap Fund Direct-Growth has an expense ratio of 0.70% and HDFC Small Cap Fund Direct-Growth has 0.76%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Union Small Cap Fund Direct-Growth's AUM compare to similar funds?
Union Small Cap Fund Direct-Growth has an AUM of ₹2,267.79 crore. The peers Nippon India Small Cap Fund Direct-Growth has an AUM of ₹78,407 crore and HDFC Small Cap Fund Direct-Growth has ₹40,416.8 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Small Cap?
The top performing fund in the Equity: Small Cap category on a 3-year basis is Bandhan Small Cap Fund Direct-Growth with a CAGR of 28.21% as of 16 Jul 2026. Union Small Cap Fund Direct-Growth has delivered 19.82% CAGR over the same period, ranking 11 out of 34 funds. You can view and compare the full category ranking on sharpely.
How does Union Small Cap Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Union Small Cap Fund Direct-Growth has a Sharpe ratio of 0.76 compared to the Equity: Small Cap average of 0.69 as of 16 Jul 2026. It ranks 10 out of 33 funds in its category on Sharpe ratio.
