Union Small Cap Fund vs ITI Small Cap Fund
Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.
| Fund |  Union Small Cap FundSmall Cap Fund · Direct planNAV ₹67.89 |  ITI Small Cap FundSmall Cap Fund · Direct planNAV ₹38.83 |
|---|---|---|
| Returns | ||
| 1 year | 21.3% (best of these funds) | 20.4% |
| 3 yearsa year | 18% | 25.2% (best of these funds) |
| 5 yearsa year | 17.8% | 19.5% (best of these funds) |
| 10 yearsa year | 17.5% | – |
| Risk | ||
| Volatilitya year | 18.7% (best of these funds) | 19.2% |
| Worst fall | −44.7% | −39.9% (best of these funds) |
| Best year | 116.8% (best of these funds) | 113.9% |
| Worst year | -28.3% | -19% (best of these funds) |
| Years in gain | 78% | 81% (best of these funds) |
| Cost and size | ||
| Expense ratio | 0.79% (best of these funds) | 0.85% |
| Fund size | ₹2,667 Cr | ₹3,603 Cr |
| Minimum SIP | ₹500 | ₹500 |
| Lock-in | None | None |
Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.