Union Small Cap Fund Regular Plan - Growth

Equity Create Wealth
Small cap Fund
Category Rank
Union Small Cap Fund Regular Plan - Growth
Rating
Fund
Time to Invest
Union Small Cap Fund Regular Plan - Growth
NAV
12.29
(05/06/2020)
L 52Wk H
9.78
15.69
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Union Small Cap Fund Regular Plan - Growth

Equity
Small cap Fund
Create Wealth
Rank Union Small Cap Fund Regular Plan - Growth
Fund
NAV
12.29
(05/06/2020)
Time to Invest
Union Small Cap Fund Regular Plan - Growth
Rating
L 52Wk H
9.78
15.69
Investment Objective

To achieve long term capital appreciation by investing in a portfolio consisting of equity and equityrelated securities predominantly of small and midsized companies. .

Category
  • Equity - Small cap Fund
Benchmark
  • S&P BSE SENSEX - TRI
  • Nifty Smallcap 100 - TRI
Returns
1M
6.32%
3M
-16.11%
6M
-11.01%
1Y
-12.34%
3Y
-5.74%
5Y
0.10%
Historical NAV
NAV for scheme Union Small Cap Fund - Regular Plan - Growth Option is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Union Small Cap Fund Regular Plan - Growth

AUM

281.41 Cr
Union Small Cap Fund Regular Plan - Growth AUM is 71% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - 1% on or before 15D Nil after 15D
Lock In Period - NIL

Expense Ratio

2.54%
Union Small Cap Fund Regular Plan - Growth Expense Ratio is 82% lower than other schemes in the category

Turnover Ratio

60.00%
Union Small Cap Fund Regular Plan - Growth Turnover Ratio is 60% higher than other schemes in the category