Union Asset Management Company Pvt. Ltd.

Union Small Cap Fund - Regular Plan - Growth Option

EquitySmall Cap
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return17.4%
  • 3 yr return38.3%
  • 5 yr return14.4%
  • Expense Ratio2.38%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees760.1
  • NAVRupees30.9

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

To Achieve Long Term Capital Appreciation By Investing In A Portfolio Consisting Of Equity And Equityrelated Securities, Predominantly Of Small And Midsized Companies.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • Neogen Chemicals Ltd. 3.5
  • TREPS 3.3
  • JB Chemicals & Pharmaceuticals Ltd. 3.1
  • Cera Sanitaryware Ltd. 2.9
  • Credit Access Grameen Ltd. 2.7
  • C.E.Info Systems Ltd. 2.6
  • Ethos Ltd. 2.5
  • Sonata Software Ltd. 2.5
  • Ami Organics Ltd. 2.5
  • MTAR technologies Ltd. 2.4
  • ZF Commercial Vehicle Control Systems India Ltd. 2.4
  • Sectors %
  • Consumer Durables10.9
  • Industrial Products10.1
  • Automobiles8.9
  • Chemicals8
  • Internet and Technology7.8

Fund House