Union Small Cap Fund - Regular - Growth-0.1%

-15.7%
1 Year Return
Equity
Small Cap
1.0 star
1Y
3Y

Fund Details

Union Small Cap Fund - Regular - Growth

RiskModerately High
Min SIP Amount₹2000
Expense Ratio2.59%
NAV13.6 (14-Dec-2018)
Fund Started19-May-2014
Fund Size294 Cr

Returns

Fund
1Y
3Y
5Y
Union Small Cap Fund - Regular - Growth
-15.7%
4.7% p.a
NA

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with -15.7% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    Triparty Repo4.3%Current AssetsMoney Market--13.3
    Alembic Pharmaceuticals Ltd.3.5%PharmaEquityMid Cap10.6
    Wonderla Holidays Limited.3.3%ServicesEquitySmall Cap10.1
    Indian Energy Exchange Ltd.3.3%Financial ServicesEquityMid Cap10.1
    Heritage Foods Ltd.3.3%Consumer GoodsEquitySmall Cap10.0
    Tata Elxsi Ltd.3.3%ITEquityMid Cap10.0
    Tata Chemicals Ltd.3.3%ChemicalsEquityMid Cap10.0
    Tata Metaliks Ltd.3.2%MetalsEquitySmall Cap9.9
    Mahanagar Gas Ltd.3.2%EnergyEquityMid Cap9.8
    Nesco Ltd.3.2%ServicesEquityMid Cap9.7
    keyboard_arrow_right

    About Union KBC Mutual Fund

    Union KBC Mutual Fund started their mutual fund on 23/03/2011 and its managing total assets of ₹3,811 Cr. Its ranked at 30 as per total assets at end of 30th Sep 2017.

    Union Mutual Fund is sponsored by Union Bank of India and is therefore a trusted brand for investors.

    Union Mutual Fund visions to obtain prosperity by responsibly investing in the capital market. Their aim is to provide the right client, the right product at the right time. The asset management company aims at understanding the investor's needs better and customizes products in a way that will be beneficial to them.

    It believes in creating an investment platform which is sustainable for the long-term and helps investors to create wealth systematically. The fund house provides various mutual funds across different market capitalization and categories, in order to apppeal to investors with various needs. Union Mutual Fund targets to give its investors a brilliant investing experience and choose mutual fund as an instrument for the long haul.

    Launch Date22 Mar 2011
    AddressUnit 802, 8th Floor, Tower ‘A’, Peninsula Business Park, Ganpatrao Kadam Marg, Lower Parel (West) Mumbai - 400013
    Assets3,811 Cr
    SponsorNA
    Phone022-24833300
    Emailinvestorcare@unionmf.com
    Similar Funds
    Data not available
    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
    MOST POPULAR ON GROWW
    MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | RELIANCE  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP BLACKROCK  | AXIS  | TATA  | L&T  | SUNDARAM  | DHFL PRAMERICA  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | ESSEL  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | ESCORTS  |