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 Oct
Top holdings
Treps
4.6%
Garware Hi-Tech Films Ltd
2.4%
SJS Enterprises Ltd
2.4%
Blue Star Ltd
2.2%
Kirloskar Pneumatic Co Ltd
2.1%
Multi Commodity Exchange of India Ltd
1.9%
Neogen Chemicals Ltd
1.8%
Gabriel India Ltd
1.8%
Gokaldas Exports Ltd
1.8%
KEI Industries Ltd
1.7%
Top industry exposure
Industrials
29.6%
Consumer Cyclical
20.5%
Technology
12.8%
Basic Materials
10.4%
Financial Services
9.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
151%
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.