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
25.89
(24/06/2022)
L 52Wk H
24.50
31.31
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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
25.89
(24/06/2022)
Time to Invest
Union Small Cap Fund Regular Plan - Growth
Rating
L 52Wk H
24.50
31.31
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 250 Small Cap - TRI
Returns
Absolute
1M
-1.97%
3M
-8.35%
6M
-9.63%
Annualised
1Y
5.20%
3Y
25.15%
5Y
12.17%
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

607.11 Cr
Union Small Cap Fund Regular Plan - Growth AUM is 82% 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

2.61%

Turnover Ratio

93.00%