- Mutual Funds
- Union Mutual Fund
- Union Multicap Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.76
NAV (Sep 22)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 18% |
6 Month CAGR | 26.6% |
Scheme Information
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 | 2.4 |
Launched (1y ago) | Dec 19, 2022 |
AUM in Crores | 586.853 |
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 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Union Multicap Fund (Growth) | NaN | NaN | % | |
| 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
icici bank ltd
3.7%hdfc bank ltd
3.6%reliance industries ltd
3.2%treps
3.2%escorts kubota ltd
3.2%Allocation by Sector
financial services
25.4%industrials
18.2%technology
13.6%consumer cyclical
13%basic materials
9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 17,630 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Union Asset Management Co. Pvt. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
24.4% | 14.5% | ||
23.4% | 11.7% | ||
24.4% | 14.4% | ||
23.4% | 11.5% | ||
23.4% | 11.5% |
Union Multicap Fund (G) Review
Union Multicap Fund (G) is a Multi Cap Equity fund and has delivered an annualised return of 18% over a period of 0 years. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Hardick Bora, Sanjay Bembalkar, Vinay Paharia.
Nav of Union Multicap Fund (G) as of 9/22/2023 is ₹11.76 with the total AUM as of 9/23/2023 is ₹586.853. 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)?
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 2.4% for regular plan.