Union Multi Cap Fund Growth+0.05%

5.28%
1 Year Return
Equity
Multi Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Union Multi Cap Fund Growth

RiskModerately High
Min SIP Amount₹2000
Expense Ratio2.56%
NAV20.73 (30 Sep 2020)
Fund Started10 Jun 2011
Fund Size371 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Union Multi Cap Fund Growth
5.3%
5.1%
6.5%
8.1%
Category Average
11.6%
2.8%
7.5%
-
Rank within category
10
11
24
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 5.3% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity7.9%
    Reliance Industries Ltd.EnergyEquity7.5%
    Infosys Ltd.TechnologyEquity5.6%
    Housing Development Finance Corpn. Ltd.FinancialEquity5.3%
    ICICI Bank Ltd.FinancialEquity4.4%
    Bharti Airtel Ltd.CommunicationEquity3.8%
    Tata Consultancy Services Ltd.TechnologyEquity3.5%
    Hindustan Unilever Ltd.FMCGEquity2.0%
    Kotak Mahindra Bank Ltd.FinancialEquity1.8%
    Larsen & Toubro Ltd.ConstructionEquity1.8%
    See All

    Fund Managers

    addVinay Paharia
    Education
    Mr. Paharia holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai.
    Experience
    Prior to joining Union Mutual Fund he was associated with Invesco Asset Management Company, L&T Mutual Fund, K R Choksey Shares and Securities Pvt Ltd (Jan 2004-Jan 2006), First Global Stock broking Pvt. Ltd (Jun 2002-Jan 2004).
    Funds Managed
    addShivraj Gupta
    Education
    Mr. Gupta is a BE.(Chemicals) and M.M.S.(Finance)
    Experience
    Prior to joining Union Mutual Fund, he has worked with HDFC Securities Private Limited, Batlivala & Karani Securities, Almondz Global Securities and ING Vysya Bank Ltd.
    Funds Managed

    Union Multi Cap Fund Growth Details

    Union Multi Cap Fund Growth is a Equity Mutual Fund Scheme launched by Union Mutual Fund. This scheme was made available to investors on 10 Jun 2011. Ashish Ranawade is the Current Fund Manager of Union Multi Cap Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹371 Cr and the Latest NAV as of 30 Sep 2020 is ₹20.73.

    The Union Multi Cap Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 2000. Minimum Lumpsum Investment is 5000. 1% exit load if redeemed within 15 days.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    1% exit load if redeemed within 15 days.
    Exit Load

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    About Union Mutual Fund

    Address
    Unit 802, 8th Floor, Tower ‘A’, Peninsula Business Park, Ganpatrao Kadam Marg, Lower Parel (West) Mumbai - 400013
    Phone
    022-24833300
    Launch Date
    23 Mar 2011
    Union Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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