Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
The performance of the fund on a Fund Size metric has been Neutral
The fund has been a Category Leader on the Outperformance Consistency metric
Want the flexi cap equity funds that are right for your long term equity investment needs?
NAV (Dec 2)
6 Month CAGR
The investment objective of the Scheme is to achieve long-term capital appreciation by investing substantially in a portfolio consisting of equity and equity related securities across market capitalisation. However,there can be no assurance that the investment objective of the scheme will be achieved.
Launched (11y ago)
Jun 10, 2011
AUM in Crores
S&P BSE 500 India TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
icici bank ltd8.7%
hdfc bank ltd8.1%
reliance industries ltd7.1%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 4,865 cr
₹ 10,427 cr
₹ 15,580 cr
₹ 10,427 cr
₹ 15,580 cr
Union Asset Management Co. Pvt. Ltd.
Union Asset Management Co. Pvt. Ltd. manages assets worth 10,686 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,34 debt and 16 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Union Flexi Cap Fund (RIDCW-A) is a Flexi Cap Equity fund and has delivered an annualised return of 11.4% over a period of 11 years. The fund was previously known as Union Flexi Cap DR. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Hardick Bora, Vinay Paharia.
Nav of Union Flexi Cap Fund (RIDCW-A) as of 12/2/2022 is ₹22.13 with the total AUM as of 12/3/2022 is ₹1360.617. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Flexi Cap Fund (RIDCW-A) was launched on Jun 10, 2011. The category risk of the fund is Very High Risk.
The minimum SIP amount for Union Flexi Cap Fund (RIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Union Flexi Cap Fund (RIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.
Union Flexi Cap Fund (RIDCW-A) is rated as a 4 fund in Equity and delivered 4.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Union Flexi Cap Fund (RIDCW-A).
What is Union Flexi Cap Fund (RIDCW-A)?
How to invest in Union Flexi Cap Fund (RIDCW-A)?
You can invest in Union Flexi Cap Fund (RIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Union Flexi Cap Fund (RIDCW-A)?
The minimum sip amount for Union Flexi Cap Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Union Flexi Cap Fund (RIDCW-A) good to invest in?
As per Scripbox experts, Union Flexi Cap Fund (RIDCW-A) is a Top Ranked fund. You can investUnion Flexi Cap Fund (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Union Flexi Cap Fund (RIDCW-A)?
The expense ratio of the Union Flexi Cap Fund (RIDCW-A) is 2.28% for regular plan.