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Union Multi Cap Fund (Growth)

Formerly Union Equity Gr
Returns (5yrs)
3.0 %
Latest NAV
18.81

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  • Tenure
  • Returns %
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Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 2nd of July, 05:59 PM

To achieve long-term capital appreciation by investing substantially in a portfolio consisting of equity and equity related securities. However,there can be no assurance that the investment objective of the scheme will be achieved.

Fund Managers

  • profile-pic
    Vinay Paharia
  • expense-ratio
    Expense Ratio
    2.56
    benchmark
    Benchmark
    S&P BSE 500 India TR INR
  • Aum image
    AUM
    ₹ 297.33 Crores
    ISIN
    ISIN
    INF582M01104
  • Category Risk:

    Moderately High risk

Holding Information

as on 2nd of July, 05:59 PM

Top Holding

Hdfc Bank Ltd
8%
Reliance Industries Ltd
8%
Housing Development Finance Corp Ltd
7%
Tata Consultancy Services Ltd
5%
Icici Bank Ltd
5%

Top Sectors

Financial Services
29%
Technology
11%
Consumer Defensive
9%
Energy
9%
Healthcare
8%

Allocation

Equity
95%
Others
5%
Debt
0%

Investment Return Calculator

as on 2nd of July, 05:59 PM
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  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 2nd of July, 05:59 PM
Minimum SIP Amount
2000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Union Multi Cap Fund Growth is a Diversified Equity fund and has delivered an annualised return of 3.0% over a period of 5 years. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers names are Vinay Paharia. To achieve long-term capital appreciation by investing substantially in a portfolio consisting of equity and equity related securities. However,there can be no assurance that the investment objective of the scheme will be achieved. The fund charges 2.56000%. The minimum SIP amount for this is ₹2000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.