Union Consumption Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Union Consumption Growth Direct Plan

NAV
₹9.5200
+0.74%
(4 Feb)
AUM
332 Cr
TER
1.22%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+24.5%
+23.8%
+22.3%
+8.6%
NA
3Y
+33.5%
+33.6%
+31.2%
+31.7%
NA
5Y
+29.0%
+30.1%
+29.8%
+21.4%
NA
ALL
+17.0%
+12.4%
+25.0%
+17.7%
-4.8%
VOL
19.6%
20.0%
21.9%
16.1%
11.6%
TER
0.9%
0.8%
0.6%
0.5%
1.2%
AUM
₹1,449 Cr
₹5,817 Cr
₹5,643 Cr
₹8,304 Cr
₹332 Cr
INFO
0.86
0.62
1.14
1.09
-0.41
See fund holdings as of 31st Dec
Top holdings
Treps
62.8%
Bharti Airtel Ltd
6.2%
Net Receivable / Payable
5.1%
Mahindra & Mahindra Ltd
4.5%
Titan Co Ltd
3.6%
Maruti Suzuki India Ltd
3.5%
Tata Consumer Products Ltd
2.7%
Eternal Ltd
1.8%
Eicher Motors Ltd
1.5%
ITC Ltd
1.5%
Top industry exposure
Consumer Cyclical
22.9%
Communication Services
6.2%
Financial Services
4.2%
Consumer Defensive
4.1%
Technology
3.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the scheme is to generate long-term capital appreciation by investing in companies those are engaged in consumption and consumption related sector or allied sectors. These companies are expected to directly or indirectly benefit from changing consumer aspirations, changing lifestyle and overall growth in consumption led demand. However, there is no assurance that the investment objective of the Scheme will be achieved.
Fund manager(s)
Sanjay Bembalkar
Vinod Malviya

FAQs