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

Union Small Cap Fund Regular Growth

Equity
Small Cap
Very High Risk
30.70%
3Y annualised
+0.37% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Oct 2021₹29.87
Min. SIP amountNA
Rating3star
Fund size₹563.54 Cr

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns86.9%30.7%17.4%16.0%
Category average102.5%18.0%16.9%NA
Rank with in category2048NA
Understand termsinfo

Holdings (56)

NameSectorInstrumentAssets
TechnologyEquity3.0%
FinancialEquity3.0%
ConstructionEquity2.8%
KNR Constructions Ltd.
ConstructionEquity2.8%
ServicesEquity2.7%
ChemicalsEquity2.7%
FMCGEquity2.6%
FinancialEquity2.6%
AutomobileEquity2.5%
ServicesEquity2.5%
See All

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
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

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
MOST POPULAR ON GROWWVERSION - 1.9.5
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI
arrow_drop_down_circle