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quant Small Cap Fund - Growth Option vs Union Small Cap Fund

Small Cap Fund · Direct Plan – Growth · Compared on official AMFI NAV data · NAVs as of 13-Jul-2026

Metricquant Small Cap Fund - Growth OptionUnion Small Cap Fund
Latest NAV₹315.22₹64.18
1-Year Return+11.23%+18.15%
3-Year Return (CAGR)+23.10%+21.76%
5-Year Return (CAGR)N/AN/A
Volatility (1Y, annualised)15.5%17.9%
Max Drawdown−24.4%−26.2%
Fund Housequant Mutual FundUnion Mutual Fund

Growth of ₹10,000

If you had invested ₹10,000 in each fund

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quant Small Cap Fund - Growth Option vs Union Small Cap Fund: which is better?

quant Small Cap Fund - Growth Option and Union Small Cap Fund are both small cap fund mutual funds (direct plan, growth option). This comparison uses each fund's official AMFI NAV history — the same daily data the fund houses publish — to compare returns, volatility and drawdowns side by side.

On 3-year returns (annualised), quant Small Cap Fund - Growth Option leads with +23.10% against +21.76% — a gap of about 1.33 percentage points per year over that period.

quant Small Cap Fund - Growth Option has been the steadier fund over the past year, with annualised volatility of 15.5% versus 17.9%. Looking at worst falls, quant Small Cap Fund - Growth Option's deepest drawdown in the stored history is −24.4% against −26.2% for Union Small Cap Fund.

Which fund suits you depends on your horizon and appetite for swings: the higher-return fund is only the better pick if you can hold through its rougher months. Use the ₹10,000 growth chart above to see how each fund actually behaved through market cycles, and consider consulting a SEBI-registered adviser before investing. This comparison is informational, not investment advice.

Key takeaways

  • quant Small Cap Fund - Growth Option has delivered higher 3-year returns (+23.10% vs +21.76%).
  • quant Small Cap Fund - Growth Option has shown lower volatility over the trailing year.
  • quant Small Cap Fund - Growth Option has had the shallower maximum drawdown (−24.4%).

Frequently Asked Questions

Which fund has given higher returns — quant Small Cap Fund - Growth Option or Union Small Cap Fund?

Over the past 3 year period, quant Small Cap Fund - Growth Option has delivered higher returns: +23.10% versus +21.76% annualised. Past performance does not guarantee future results.

Which fund is less risky — quant Small Cap Fund - Growth Option or Union Small Cap Fund?

Based on the trailing year, quant Small Cap Fund - Growth Option has shown lower day-to-day volatility (quant Small Cap Fund - Growth Option: 15.5%, Union Small Cap Fund: 17.9% annualised). Volatility and drawdowns describe past behaviour, not future safety — both funds carry the market risk of their category.

Can I invest in both quant Small Cap Fund - Growth Option and Union Small Cap Fund?

Yes — many investors split a SIP across two funds. If both funds are from the same category, remember they will hold overlapping stocks, so diversification benefits may be smaller than they appear. Check each scheme's portfolio before doubling up within one category.

Returns, volatility and drawdowns are computed from official AMFI NAV history for direct-growth plans and may differ slightly from fund-house factsheets due to date conventions. Mutual fund investments are subject to market risks. This comparison is for informational purposes only — not investment advice.