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 Apr
Top holdings
Treps
5.2%
Karur Vysya Bank Ltd
3.0%
J.B. Chemicals & Pharmaceuticals Ltd
2.8%
Eureka Forbes Ltd
2.8%
Ami Organics Ltd
2.7%
Dixon Technologies (India) Ltd
2.4%
Amber Enterprises India Ltd Ordinary Shares
2.4%
KEI Industries Ltd
2.4%
Gabriel India Ltd
2.3%
KFin Technologies Ltd
2.3%
Top industry exposure
Industrials
23.8%
Consumer Cyclical
18.4%
Basic Materials
12.6%
Healthcare
12.5%
Financial Services
12.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
114%
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.