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

Union Small Cap Growth Direct Plan

NAV
₹54.5600
+0.35%
(20 Aug)
AUM
1,682 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
+7.1%
+4.0%
+2.6%
+0.2%
-1.6%
-6.1%
3Y
+28.2%
+31.8%
+29.3%
+19.6%
+21.8%
+27.0%
5Y
+33.1%
+33.4%
+27.6%
+28.0%
+29.6%
+37.4%
ALL
+25.4%
+34.4%
+23.4%
+16.3%
+15.8%
+18.1%
VOL
18.4%
17.5%
20.6%
17.0%
-
15.4%
TER
0.4%
0.4%
0.5%
0.9%
-
0.7%
AUM
₹7,580 Cr
₹14,062 Cr
₹2,680 Cr
₹1,682 Cr
-
₹29,463 Cr
INFO
1.39
1.97
1.13
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 31st Jul
Top holdings
Gabriel India Ltd
3.8%
Karur Vysya Bank Ltd
3.2%
Amber Enterprises India Ltd Ordinary Shares
3.1%
Acutaas Chemicals Ltd
2.8%
Eureka Forbes Ltd
2.8%
Kaynes Technology India Ltd
2.8%
Treps
2.7%
KEI Industries Ltd
2.6%
Radico Khaitan Ltd
2.6%
KFin Technologies Ltd
2.4%
Top industry exposure
Industrials
29.5%
Consumer Cyclical
19.5%
Financial Services
12.7%
Basic Materials
11.3%
Healthcare
10.7%
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