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Union Small Cap Fund (Growth)

Formerly Union Small and Midcap Reg Gr
Returns (5yrs)
0.26 %
Latest NAV
12.56

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  • Tenure
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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, 08:58 AM

To achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities,predominantly of small cap companies.

Fund Managers

  • profile-pic
    Hardick Bora
    profile-pic
    Vinay Paharia
  • expense-ratio
    Expense Ratio
    2.54
    benchmark
    Benchmark
    IISL NIFTY Smallcap 100 TR INR
  • Aum image
    AUM
    ₹ 277.62 Crores
    ISIN
    ISIN
    INF582M01BY1
  • Category Risk:

    Moderately High risk

Holding Information

as on 2nd of July, 08:58 AM

Top Holding

Indiamart Intermesh Ltd
4%
Multi Commodity Exchange Of India Ltd
4%
Fine Organic Industries Ltd Ordinary Shares
4%
Neogen Chemicals Ltd
3%
Rites Ltd Ordinary Shares
3%

Top Sectors

Industrials
21%
Consumer Cyclical
15%
Basic Materials
14%
Healthcare
12%
Consumer Defensive
11%

Allocation

Equity
96%
Others
4%
Debt
0%

Investment Return Calculator

as on 2nd of July, 08:58 AM
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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, 08:58 AM
Minimum SIP Amount
2000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Union Small Cap Fund Regular Growth is a Small Cap Equity fund and has delivered an annualised return of 0.26% over a period of 5 years. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers names are Hardick Bora, Vinay Paharia. To achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities,predominantly of small cap companies. The fund charges 2.54000%. 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.