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 Reinvest (DR)
₹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 Jan
Top holdings
Treps
3.8%
KEI Industries Ltd
3.5%
J.B. Chemicals & Pharmaceuticals Ltd
2.9%
Eureka Forbes Ltd
2.9%
Computer Age Management Services Ltd Ordinary Shares
2.4%
Blue Star Ltd
2.4%
Karur Vysya Bank Ltd
2.2%
SJS Enterprises Ltd
2.1%
Ami Organics Ltd
2.1%
Gokaldas Exports Ltd
2.0%
Top industry exposure
Industrials
29.4%
Consumer Cyclical
18.6%
Financial Services
12.4%
Basic Materials
11.1%
Healthcare
11.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
132%
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.