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

Union Small Cap Growth Direct Plan

NAV
₹55.6000
+0.98%
(20 Oct)
AUM
1,568 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
+1.1%
-0.8%
-1.3%
-3.3%
-4.2%
-5.3%
3Y
+27.8%
+28.5%
+31.8%
+18.2%
+20.7%
+25.9%
5Y
+32.8%
+27.1%
+32.5%
+26.9%
+28.7%
+35.8%
ALL
+25.1%
+22.7%
+33.6%
+16.2%
+16.1%
+17.9%
VOL
18.2%
20.4%
17.3%
16.9%
-
15.3%
TER
0.4%
0.2%
0.4%
0.9%
-
0.7%
AUM
₹8,055 Cr
₹2,622 Cr
₹15,738 Cr
₹1,568 Cr
-
₹29,288 Cr
INFO
1.37
1.11
1.94
0.96
-
1.17
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 Sep
Top holdings
Gabriel India Ltd
4.3%
Amber Enterprises India Ltd Ordinary Shares
3.1%
Kaynes Technology India Ltd
3.1%
Karur Vysya Bank Ltd
3.0%
Eureka Forbes Ltd
2.8%
Acutaas Chemicals Ltd
2.8%
SJS Enterprises Ltd
2.7%
KEI Industries Ltd
2.7%
KFin Technologies Ltd
2.5%
Data Patterns (India) Ltd
2.2%
Top industry exposure
Industrials
25.9%
Consumer Cyclical
19.2%
Financial Services
14.1%
Technology
11.8%
Healthcare
10.9%
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