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Union Small Cap Fund - Regular Plan - Growth Option

Fund House:
Union Mutual Fund
Category:
Equity: Small Cap
Status:
Open Ended Schemes
Launch Date:
10-06-2014
ISIN Number:
INF582M01BY1
Minimum Investment:
1000
Minimum SIP:
500
Total Assets: (29-11-2024):
1661.78
Nav (20-12-2024)
51.42
CAGR Since Inception:
16.78
Benchmark:
BSE 250 SmallCap TRI
Expense Ratio (30-11-2024)::
2.1 %
Risko-Meter:
Very High
Exit Load:
Exit load of 1%, if redeemed within 15 days.
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Union Small Cap Fund - Regular Plan - Growth Option 25.94 31.47 22.65 30.19 16
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 49.08 46.96 30.65 0 0
LIC MF Small Cap Fund-Regular Plan-Growth 43.33 33.87 26.34 30.59 0
Invesco India Smallcap Fund - Regular Plan - Growth 41.55 39.42 28.25 32.46 0
ITI Small Cap Fund - Regular Plan - Growth Option 39.67 41.47 26.03 0 0
Tata Small Cap Fund-Regular Plan-Growth 36.64 32.04 26.69 32.45 0
BANK OF INDIA Small Cap Fund Regular Plan Growth 34.8 35.23 25.09 37.18 0
Mahindra Manulife Small Cap Fund - Regular Plan - Growth 34.07 41.51 0 0 0
HSBC Small Cap Fund - Regular Growth 32.76 36.26 27.27 31.77 20.78
Nippon India Small Cap Fund - Growth Plan - Growth Option 31.1 35.89 29.29 35.8 22.32
Fund Manager
Hardick Bora, Sanjay Bembalkar:
Scheme Objective
The scheme seeks to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities, predominantly of small and midsized companies.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Union Small Cap Fund - Regular Plan - Growth Option NIFTY 50 TRI Equity: Small Cap
CAGR since inception 16.78% 13.95% 22.29%
1 Year 25.94% 12.84% 30.38%
3 Year 22.65% 13.73% 24.11%
5 Year 30.19% 15.28% 31.56%
10 Year 16.00% 12.46% 18.44%
Nav / Index Value as on2024-12-22 1,661.78% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Debt 0.07
Cash & Cash Equivalents 6.03
Equity 93.9
Company Holding
GARWARE HI-TECH FILMS LIMITED 2.86
S.J.S. ENTERPRISES LIMITED 2.41
KIRLOSKAR PNEUMATIC COMPANY LTD. 2.23
BLUE STAR LIMITED 2.17
CARTRADE TECH LIMITED 1.92
GOKALDAS EXPORTS LIMITED 1.85
KEI INDUSTRIES LIMITED 1.81
KAYNES TECHNOLOGY INDIA LIMITED 1.8
QUESS CORP LIMITED 1.8
MCX INDIA LIMITED 1.77
FAQ's of Union Small Cap Fund - Regular Plan - Growth Option
How do I use the SIP Calculator to calculate Union Mutual Fund ?

To calculate the Union Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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Union Small Cap Fund - Regular Plan - Growth Option