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

Union Small Cap Growth Direct Plan

NAV
₹52.8600
+1.03%
(19 Nov)
AUM
5,353 Cr
TER
0.9%
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
+52.6%
+37.8%
+37.4%
+29.5%
+29.1%
+19.7%
3Y
+27.5%
+26.4%
+24.9%
+20.8%
+24.4%
+19.5%
5Y
NA
+46.5%
+32.4%
+30.9%
+31.4%
+29.4%
ALL
+39.4%
+19.4%
+27.8%
+16.4%
+23.5%
+17.3%
VOL
17.1%
15.2%
18.0%
-
17.0%
16.6%
TER
0.4%
0.6%
0.4%
-
0.7%
0.9%
AUM
₹8,716 Cr
₹26,331 Cr
₹5,353 Cr
-
₹17,306 Cr
₹5,353 Cr
INFO
2.30
1.28
1.54
-
1.39
1.04
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
2.2%
Garware Hi-Tech Films Ltd
2.1%
Treps
2.0%
Blue Star Ltd
2.0%
SJS Enterprises Ltd
2.0%
Techno Electric & Engineering Co Ltd
2.0%
KEI Industries Ltd
2.0%
CE Info Systems Ltd
1.9%
Quess Corp Ltd
1.8%
Gravita India Ltd
1.8%
Top industry exposure
Industrials
32.1%
Consumer Cyclical
18.7%
Technology
14.0%
Basic Materials
10.5%
Financial Services
7.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
151%
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)
Sanjay Bembalkar
Gaurav Chopra

FAQs