Union Small Cap Fund Regular Plan - Growth

NORMAL RISK
Equity
Equity: Small Cap
6M returns
-16.80 %
Current NAV
42.64
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Min. SIP
1000
AUM
₹ 1312.6 Cr

Return Calculator

Amount per month1,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
12,000

Investment distribution

Others3.4 %
Kei Industries3.3 %
JB Chemicals3.1 %
Eureka Forbes3.1 %
Blue Star2.8 %
Ami Organics2.6 %

Fund Manager

HB
Hardick Bora
PD
Pratik Dharmshi
SB
Sanjay Bembalkar
GC
Gaurav Chopra

Fund Information

Launched
25 May 2017(7 years ago)
Expense ratio2.19%
Exit LoadExit load of 1%, if redeemed within 15 days.
Benchmark index
BSE 250 SmallCap TRI100%

Fund 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 cap companies.

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