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 30th Nov
Top holdings
Treps
6.3%
Garware Hi-Tech Films Ltd
2.9%
SJS Enterprises Ltd
2.4%
Kirloskar Pneumatic Co Ltd
2.2%
Blue Star Ltd
2.2%
CarTrade Tech Ltd
1.9%
Gokaldas Exports Ltd
1.9%
KEI Industries Ltd
1.8%
Quess Corp Ltd
1.8%
Kaynes Technology India Ltd
1.8%
Top industry exposure
Industrials
30.0%
Consumer Cyclical
19.9%
Technology
12.7%
Basic Materials
9.9%
Financial Services
8.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
146%
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.