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

Union Small Cap Growth Direct Plan

NAV
₹53.9200
+0.47%
(30 Jul)
AUM
1,672 Cr
TER
0.95%
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
+8.8%
+7.2%
+2.5%
+0.1%
-0.8%
-5.7%
3Y
+33.8%
+28.9%
+31.2%
+20.2%
+23.2%
+28.9%
5Y
+37.0%
+34.6%
+30.1%
+30.8%
+32.5%
+41.5%
ALL
+35.3%
+25.5%
+23.8%
+16.3%
+16.1%
+18.3%
VOL
17.6%
18.4%
20.7%
17.0%
-
15.4%
TER
0.4%
0.4%
0.5%
0.9%
-
0.7%
AUM
₹12,982 Cr
₹7,425 Cr
₹2,641 Cr
₹1,672 Cr
-
₹29,629 Cr
INFO
2.01
1.39
1.15
0.96
-
1.19
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 30th Jun
Top holdings
Karur Vysya Bank Ltd
3.3%
Eureka Forbes Ltd
3.0%
KFin Technologies Ltd
2.9%
Gabriel India Ltd
2.6%
KEI Industries Ltd
2.6%
Amber Enterprises India Ltd Ordinary Shares
2.5%
SJS Enterprises Ltd
2.5%
Radico Khaitan Ltd
2.5%
Acutaas Chemicals Ltd
2.4%
360 One Wam Ltd Ordinary Shares
2.2%
Top industry exposure
Industrials
29.6%
Consumer Cyclical
17.8%
Financial Services
13.3%
Basic Materials
12.0%
Healthcare
10.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
88%
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