• Mutual Funds
  • Union Mutual Fund
  • Union Multicap Fund (Growth)
Union Mutual Fund

Union Multicap Fund (Growth)

EquityMulti Cap

9.41

NAV (Jan 27)

-4.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

9.41

NAV (Jan 27)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

-4.4%

6 Month CAGR

NA

Scheme Information

Investment Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in equity and equity related instruments of large,mid and small cap companies. However,there is no assurance that the Investment Objective of the Scheme will be achieved.

Expense Ratio

2.71

Launched (1y ago)

Dec 19, 2022

AUM in Crores

436.539

ISIN

INF582M01IS8

Lock-in

No Lock-in

Benchmark

Nifty 500 Multicap 50:25:25 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Vinay Paharia

Fund Manager

Sanjay Bembalkar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Union Multicap Fund (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2023-01-27

Top Stock Holdings

treps

7.9%
7.9%

icici bank ltd

5.1%
5.1%

hdfc bank ltd

4.7%
4.7%

state bank of india

3.6%
3.6%

infosys ltd

3.3%
3.3%
See all holdings

Allocation by Sector

financial services

24.4%
24.4%

consumer cyclical

15.1%
15.1%

industrials

12.4%
12.4%

basic materials

10.7%
10.7%

technology

9.2%
9.2%
See all sectors

Compare Union Multicap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,444 cr

₹ 4,848 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Union Asset Management Co. Pvt. Ltd.

Union Asset Management Co. Pvt. Ltd. manages assets worth 10,935 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,38 debt and 12 hybrid funds.

amc-img

  • 022-24833300
  • investorcare@unionmf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    16.9%

    13.9%

    16.9%

    13.7%

    16.9%

    13.7%

    15.8%

    10.8%

    16.7%

    14.5%

    Union Multicap Fund (G) Review

    Union Multicap Fund (G) is a Multi Cap Equity fund and has delivered an annualised return of -4.4% over a period of 0 years. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Sanjay Bembalkar, Vinay Paharia.

    Nav of Union Multicap Fund (G) as of 1/27/2023 is ₹9.41 with the total AUM as of 1/28/2023 is ₹436.539. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Multicap Fund (G) was launched on Dec 19, 2022. The category risk of the fund is Very High Risk.

    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 TR INR.

    Union Multicap Fund (G) is rated as a 0 fund in Equity and delivered null% 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)?

    Union Multicap Fund (G) is a Multi Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    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 Not Reviewed Yet 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 2.71% for regular plan.