| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹2000 |
| Expense Ratio | 2.58% |
| NAV | ₹16.02 (27 Oct 2020) |
|---|---|
| Fund Started | 19 May 2014 |
| Fund Size | ₹377 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Indiamart Intermesh Ltd. | Services | Equity | 3.9% |
| Laurus Labs Ltd. | Healthcare | Equity | 3.8% |
| PI Industries Ltd. | Chemicals | Equity | 3.8% |
| Fine Organic Industries Ltd. | Chemicals | Equity | 3.7% |
| TeamLease Services Ltd. | Services | Equity | 3.6% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 3.6% |
| Syngene International Ltd. | Healthcare | Equity | 2.9% |
| KNR Constructions Ltd. | Construction | Equity | 2.9% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 2.9% |
| Nesco Ltd. | Diversified | Equity | 2.8% |
Union Small Cap Fund Regular Growth is a Equity Mutual Fund Scheme launched by Union Mutual Fund. This scheme was made available to investors on 19 May 2014. Ashish Ranawade, Hardick Bora is the Current Fund Manager of Union Small Cap Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹377 Cr and the Latest NAV as of 27 Oct 2020 is ₹16.02.
The Union Small Cap Fund Regular 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.
The scheme seeks to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities, predominantly of small cap companies.
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.