| Launch date | 01 Dec 2025 |
| Allotment date | 22 Dec 2025 |
| End date | 15 Dec 2025 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: NA
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 1 Year.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Fund management
Sanjay BembalkarDec 2025 - PresentView details
Vinod MalviyaDec 2025 - PresentView details
Fund house & investment objective
| Rank (total assets) | #27 in India |
|---|---|
| Total AUM | ₹20,541.27Cr |
| Date of Incorporation | 30 Dec 2009 |
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Union Consumption Fund Direct Growth is a Equity Mutual Fund Scheme launched by Union Mutual Fund. This scheme was made available to investors on 30 Dec 2009. Sanjay Bembalkar is the Current Fund Manager of Union Consumption Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹20,541 Cr and the Latest NAV as of 01 Dec 2025 is ₹10.00. The Union Consumption Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000. Exit load of 1%, if redeemed within 1 Year. ;
Investment Objective
The scheme seeks to generate long-term capital appreciation by investing in companies those are engaged in consumption and consumption related sector or allied sectors. These companies are expected to directly or indirectly benefit from changing consumer aspirations, changing lifestyle and overall growth in consumption led demand. ;
| Fund benchmark | NIFTY India Consumption Total Return Index |
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