Union Small Cap Fund Regular Growth-0.33%

1Groww
-20.51%
1 Year Return
Equity
Small Cap
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

Union Small Cap Fund Regular Growth

RiskModerately High
Min SIP Amount₹2000
Expense Ratio2.53%
NAV12.2 (20 Aug 2019)
Fund Started19 May 2014
Fund Size288 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Union Small Cap Fund Regular Growth
-20.5%
-2.4%
3.2%
3.9%
Category Average
-21.1%
-0.8%
NA
-
Rank within category
9
12
13
-
*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
    30
    with -20.5% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    KNR Constructions Ltd.ConstructionEquity3.3%
    Multi Commodity Exchange IndiaFinancialEquity3.2%
    Nesco Ltd.DiversifiedEquity3.2%
    TeamLease Services Ltd.ServicesEquity3.2%
    Abbott India Ltd.HealthcareEquity3.1%
    Wonderla Holidays LtdServicesEquity3.1%
    Fine Organic Industries Ltd.ChemicalsEquity3.0%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity3.0%
    Orient Electric Ltd.EngineeringEquity2.9%
    PVR Ltd.ServicesEquity2.9%
    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 Religare Invesco Asset Management Company (Jan 2007-Present), DBS Cholamandalam AMC (Jan 2006-Jan 2007), K R Choksey Shares and Securities Pvt Ltd (Jan 2004-Jan 2006), First Global Stock broking Pvt. Ltd (Jun 2002-Jan 2004).
    Funds Managed
    addHardick Bora
    Education
    Mr. Bora is a CFA charterholder with the CFA Institute, USA and Bachelors in Banking and Insurance from University of Mumbai.
    Experience
    He has been with Union KBC Mutual Fund since Sep10, 2014 to Oct 24, 2016 as Research Analyst. Nov 2012 to Sep 2014 with Motilal Oswal Securities Ltd. as Sr. Manager - Institutional Research, Oct 2011 to Nov 2012 with Dolat Capital Markets Pvt Ltd. as Research Associate, Feb 2011 to Oct with Khandwala Securities Ltd. as Research Associate, Jul 2010 to Nov 2010 with Yen Management Consultants Pvt. Ltd. as Consultant, Jan 2008 to Jan 2010 with Yen Management Consultants Pvt. Ltd. as Assistant Manager and Apr 2006 to Jul 2006 with 3 Global Services Pvt. Ltd. as Customer Care Advisor.
    Funds Managed

    Other Details

    Union Small Cap Fund Regular Growth is a Equity Mutual Fund Scheme launched by Union KBC Mutual Fund. This scheme was introduced to investors on 19 May 2014. Ashish Ranawade, Hardick Bora is the Current Fund Manager of Union Small Cap Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹288 Cr and the Latest NAV as of 20 Aug 2019 is ₹12.2.

    The Union Small Cap Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is 2000. Exit load of 1% if redeemed within 1 year..

    Investment Objective

    The investment objective of the scheme is to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities, predominantly of small and midsized companies. However, there is no assurance that the Investment Objective of the scheme will be achieved.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year.
    Exit Load

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    About Union KBC 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
    22 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,
    Invest Now
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    + ₹2,000
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    + ₹20,000
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    MONTHLY SIP
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    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.
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