- Mutual Funds
- Union Mutual Fund
- Union Multicap Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.47
NAV (Sep 13)
Fund Returns
Last 1Y | 38.3% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 33.3% |
6 Month CAGR | 28.4% |
Scheme Information
The Scheme seeks to achieve long term capital appreciation by investing in equity and equity related instruments of large, mid and small cap companies.
Expense Ratio | 2.2 |
Launched (0y ago) | 2.2 |
AUM in Crores | 1093.4 |
ISIN | INF582M01IS8 |
Lock-in | |
Benchmark | Nifty 500 Multicap 50:25:25 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | |
Beta | NaN |
Sharpe Ratio | NaN |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Union Multicap Fund (G) | 20,57,636 | 13,25,024 | 38.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
4.5%Others
3.7%ICICI Bank Ltd.
3.7%Infosys Ltd.
3%Reliance Industries Ltd.
2.6%Allocation by Sector
Financial
20.17%Capital Goods
12.63%Technology
9.5%Automobile
9.39%Services
7.22%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 17,488 cr | ||
₹ 50,154 cr |
About the AMC
Union Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
15.743% | 13.229% | ||
6.017% | 6.752% | ||
5.594% | 4.782% | ||
4.733% | 6.514% | ||
10.19% | 10.829% |
Union Multicap Fund (G) Review
Union Multicap Fund (G) is a Equity Equity fund and has delivered an annualised return of 33.276% over a period of 1 years. The fund is managed by Union Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of Union Multicap Fund (G) as of 9/13/2024 is ₹16.47 with the total AUM as of 9/15/2024 is ₹1093.448. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Multicap Fund (G) was launched on 2022-12-19. The category risk of the fund is null.
The minimum SIP amount for Union Multicap Fund (G) 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 Multicap Fund (G) 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 Nifty 500 Multicap 50:25:25 Total Return Index.
Union Multicap Fund (G) is rated as a null fund in Equity and delivered 38.287% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Union Multicap Fund (G).
Frequently Asked Questions
What is Union Multicap Fund (G)?
How to invest in Union Multicap Fund (G)?
You can invest in Union Multicap Fund (G) 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 Multicap Fund (G)?
The minimum sip amount for Union Multicap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Union Multicap Fund (G) good to invest in?
As per Scripbox experts, Union Multicap Fund (G) is a fund. You can investUnion Multicap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Union Multicap Fund (G)?
The expense ratio of the Union Multicap Fund (G) is 2.2% for regular plan.