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 IDCW Payout (DP)
₹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 Mar
Top holdings
Treps
7.9%
Alembic Pharmaceuticals Ltd
2.2%
Electronics Mart India Ltd
2.1%
Brigade Enterprises Ltd
2.0%
DOMS Industries Ltd
2.0%
PNC Infratech Ltd
2.0%
Cyient Ltd
2.0%
Blue Star Ltd
2.0%
Nippon Life India Asset Management Ltd Ordinary Shares
1.9%
SJS Enterprises Ltd
1.9%
Top industry exposure
Industrials
23.5%
Financial Services
14.1%
Consumer Cyclical
13.8%
Technology
12.6%
Healthcare
12.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
126%
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.