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Union Small Cap Fund Tops Small Cap Mutual Fund Returns Over One Year
Union Small Cap Fund emerged as the best-performing small-cap mutual fund on a one-year CAGR basis, delivering returns of 20.8 percent as of June 22, 2026. The fund also maintained strong long-term performance, generating a three-year CAGR of 19.6 percent, outperforming several peers in the small-cap category.
By Finblage Editorial Desk
1:18 pm
23 June 2026
Union Small Cap Fund has emerged as the top-performing small-cap mutual fund based on one-year CAGR returns among funds meeting the screening criteria used for the ranking. According to data compiled by ACE MF as of June 22, 2026, the scheme delivered a one-year CAGR return of 20.8 percent.
The fund outperformed several peers in the small-cap mutual fund category, reflecting its ability to capitalize on opportunities within India's broader small-cap universe. Strong stock selection and exposure to high-growth businesses contributed to its performance during the period.
Beyond its one-year performance, Union Small Cap Fund also demonstrated consistency over the longer term. The scheme generated a three-year CAGR return of 19.6 percent, highlighting its ability to deliver sustained returns across varying market conditions.
Small-cap mutual funds invest predominantly in companies ranked below the top 250 firms by market capitalization. These funds typically carry higher risk than large-cap and mid-cap funds but offer the potential for superior returns over longer investment horizons.
The latest rankings come amid continued investor interest in small-cap funds, supported by robust domestic inflows and improving earnings prospects across several emerging businesses. However, financial advisors generally recommend that investors assess their risk tolerance and investment horizon before allocating capital to the small-cap segment due to its relatively higher volatility.
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