Union Small Cap Fund Direct
To achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities, predominantly of small cap companies.
Suitability
Long Term Capital Appreciation
• Investment predominantly inEquity and Equity relatedportfolio of small and mid sizedcompanies
Fund Info
Scheme Type
Open-ended
Scheme Category
Small-Cap
Benchmark Type
S&P BSE Mid Cap
Scheme AUM (in Crs.)
₹ 303.8
Expense Ratio
2.2%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 4433
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Small-Cap |
| Benchmark Type | S&P BSE Mid Cap |
| Scheme AUM (in Crs.) | ₹ 303.8 |
| Expense Ratio | 2.2% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 4433 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Sundram Fasteners Ltd.
Equity
3.08
Tata Elxsi Ltd.
Equity
2.85
Mahindra Logistics Ltd.
Equity
2.68
Nesco Ltd.
Equity
2.67
Heritage Foods Ltd.
Equity
2.66
Bajaj Finance Ltd.
Equity
2.64
CARE Ratings Ltd.
Equity
2.63
Mahanagar Gas Ltd.
Equity
2.62
City Union Bank Ltd.
Equity
2.55
Cochin Shipyard Ltd.
Equity
2.52
Sector Allocation(%)
Sector
Percent
Engineering
8.64
Financial
21.43
Services
11.75
Chemicals
11.13
FMCG
10.13
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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