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
31.94
(06/06/2023)
L 52Wk H
24.93
31.84
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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
31.94
(06/06/2023)
Time to Invest
Union Small Cap Fund Regular Plan - Growth
Rating
L 52Wk H
24.93
31.84
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
6.79%
3M
10.18%
6M
5.27%
Annualised
1Y
17.86%
3Y
37.45%
5Y
16.31%
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

760.18 Cr
Union Small Cap Fund Regular Plan - Growth AUM is 85% 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

2.38%

Turnover Ratio

107.00%