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

Union Small Cap Growth Direct Plan

NAV
₹54.2000
+1.33%
(1 Oct)
AUM
1,658 Cr
TER
0.94%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
-2.7%
-3.8%
-4.3%
-5.0%
-7.5%
-11.0%
3Y
+26.5%
+31.4%
+28.3%
+17.1%
+19.8%
+25.5%
5Y
+31.2%
+31.9%
+26.3%
+26.2%
+28.0%
+35.0%
ALL
+24.5%
+33.5%
+22.3%
+16.0%
+15.5%
+17.7%
VOL
18.3%
17.4%
20.5%
16.9%
-
15.4%
TER
0.4%
0.4%
0.2%
0.9%
-
0.7%
AUM
₹7,718 Cr
₹14,562 Cr
₹2,622 Cr
₹1,658 Cr
-
₹28,758 Cr
INFO
1.34
1.93
1.09
0.95
-
1.15
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Union Small Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
Gabriel India Ltd
4.3%
Karur Vysya Bank Ltd
3.2%
Acutaas Chemicals Ltd
3.1%
Amber Enterprises India Ltd Ordinary Shares
2.9%
Eureka Forbes Ltd
2.9%
Kaynes Technology India Ltd
2.8%
Treps
2.7%
KEI Industries Ltd
2.6%
KFin Technologies Ltd
2.5%
SJS Enterprises Ltd
2.5%
Top industry exposure
Industrials
28.4%
Consumer Cyclical
20.5%
Financial Services
13.5%
Basic Materials
11.0%
Healthcare
9.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
78%
Lock-in period
-
Exit load
• 1% for redemption within 15 days
Fund objective
To achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities, predominantly of small cap companies.
Fund manager(s)
Pratik Dharmshi
Gaurav Chopra

FAQs