Home>Mutual Funds>Union Mutual Fund>Union Small Cap Fund Regular Growth

Union Small Cap Fund Regular Growth

Equity
Small Cap
Very High Risk
100.29%
1Y return
+0.77% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2021₹27.38
Min. SIP Amount₹2,000
Rating3star
Fund Size₹510.86 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns100.3%21.7%15.8%15.1%
Category average102.5%18.0%16.9%NA
Rank with in category1758NA
Understand termsinfo

Holdings (56)

NameSectorInstrumentAssets
Happiest Minds Technologies Ltd.
TechnologyEquity3.6%
CSB Bank Ltd.FinancialEquity3.6%
Sequent Scientific Ltd.HealthcareEquity3.1%
Greaves Cotton Ltd.EngineeringEquity2.9%
Laurus Labs Ltd.HealthcareEquity2.9%
Minda Industries Ltd.AutomobileEquity2.9%
Tasty Bite Eatables Ltd.FMCGEquity2.7%
KNR Constructions Ltd.
ConstructionEquity2.5%
KPIT Technologies Ltd.TechnologyEquity2.5%
Orient Electric Ltd.Consumer DurableEquity2.4%
See All

Pros and cons

Category: Equity Small Cap

Pros

  • 3Y Returns are higher than the category average returns
  • 1Y Returns are higher than the category average returns

Cons

  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.56%

Inclusive of GST

Exit load

1% exit load if redeemed within 15 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹2,000

Fund management

Vinay Paharia
Apr 2018 - Present
View Details
keyboard_arrow_down
Hardick Bora
Oct 2016 - Present
View Details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

Union Small Cap Fund Regular Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India