3 Year return
24.12%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1408.37 Cr.
Expense Ratio
0.88% (inclusive of GST)
Exit Load
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
Union Mutual Fund Managers
VP
Vinay Paharia
Fund Manager since Jan 2024
Fund House Details
Union Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Quant Small Cap Fund IDCW Direct Plan Payout |
35.65% |
0 |
Nippon India Small Cap Fund Direct Plan IDCW Payout |
33.93% |
4 |
Bank of India Small Cap Fund Direct Plan IDCW Payout |
27.28% |
2.5 |
Schemes by Union Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Union Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Union Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
Union Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Arbitrage Fund
Union Arbitrage Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
Union Arbitrage Fund Direct Plan Growth
About Union Small Cap Fund Direct Plan Growth
Union Small Cap Fund Direct Plan Growth is an equity scheme that is open-ended in nature and primarily makes investments in small cap stocks. This small cap fund under Union Mutual Fund is concentrated in small caps while simultaneously having limited exposure to large and mid caps. The benchmark set for this scheme is S&P BSE 250 Small Cap Total Return Index.
Investment Objective of The Scheme
The Union Small Cap Fund Direct Plan Growth aims to have its investments benefitted from dynamic selection of stocks, sector and asset allocation, and more. The stock selection contains a mix of growth and value stocks, resulting in a well-diversified portfolio. This scheme aims to achieve long-term capital growth via investing in a portfolio that focuses predominantly on equity and equity-linked securities of small cap companies. The small cap scheme follows an active strategy to manage the fund assets.
Key Features of The Fund
5-year return | 26.87% |
Expense Ratio | 0.88% |
Fund Manager | Vinay Paharia |
Fund Size | ₹1408.37 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
If you are an investor seeking long term capital gains and have a very high risk tolerance, this scheme could be an option to consider for you. Note that the suggested investment horizon of making investments in this scheme is three years or more. You need to ensure that you are aware of your financial goals and your risk tolerance before making an investment in the scheme.
AMC Contact Details
Name | Union Mutual Fund |
Launch Date | 23rd March 2011 |
Addresss | Unit 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East), Mumbai - 400059 |
Contact | (022) 6748 3300 |
investorcare@unionmf.com | |
Website | https://www.unionmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Make Use of SIPs for Harnessing the Power of Compounding
FAQs
What is today's NAV of Union Small Cap Fund?
What is the AUM of Union Small Cap Fund?
What is the expense ratio of Union Small Cap Fund?
What are the returns of Union Small Cap Fund since inception?
What is the minimum SIP amount to invest in Union Small Cap Fund?
How do I invest in Union Small Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Union Small Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Union Small Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Union Small Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.