Union Flexi Cap Fund Growth - Regular - Latest NAV [ ₹34.04 ], Returns, Performance, Portfolio & Returns 2021

Union Flexi Cap Fund Growth

  • highlight
  • highlight

Start your investment

Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds

Fund Summarystar

PeriodReturns(per year)
10 Years13.84%
5 Years15.64%
3 Years20.09%
1 Year59.36%
6 Months26.28%
Fund Details
RiskVery High Risk
Fund TypeFlexi Cap
Exit Load1% for 15 Days

More about this fundstar

Top HoldingsWeightage
HDFC Bank Ltd7.43%
Reliance Industries Ltd6.37%
Infosys Ltd5.06%
ICICI Bank Ltd4.49%
Muthoot Finance Ltd4.39%
Avenue Supermarts Ltd3.59%
Bajaj Finance Ltd3.46%
Housing Development Finance Corp Ltd3.4%
State Bank of India2.77%

About Union Equity Fund

Being an open-ended equity fund, the scheme seeks to generate long term capital appreciation by investing substantially in portfolio consisting equity related securities and equities.

Pros and Cons of Union Equity Fund

This product is suitable for those who are seeking:

  • Long term capital appreciation.
  • The fund is invested in equity and equity related securities.
  • To generate superior capital gains the scheme will invest in undervalued companies that offer opportunities.

Fund Information and Statistics of Union Equity Fund

Inception/ Launch date

The Union Equity Fund was launched on 10 June 2011 by Union Mutual Fund.

Risk Level

The scheme carries a moderately high level of risk. The units of this fund involves in investment risks including possible loss of the capital. The investment of this fund in equity and equity related securities is associated with the risks such as debt and money market securities, derivatives, securities lending and short selling.


The dispatch of redemption proceeds within 10 business days from the date of receipt of redemption request from the unit holder. The redemption of units can be done on any business days at NAV based prices.

Fund Manager

Mr. Vinay Paharia is the fund manager of Union Equity fund since 2 April 2018.

Entry/ Exit Load

The entry load is NIL for investing in this scheme. The exit load of 1% is applicable if units are redeemed within 1 year from the date of allotment of units.

Tax benefits of investing in Union Equity Fund

Long term capital gains in excess of Rs 1 lakh are taxed at the rate of 10% without the benefit of indexation. The short term capital gains are taxed at the rate of 15%.

About Union Mutual Fund

Union Mutual Fund provides the right products at right time to the right client. By understanding the needs, they provide right financial solutions to their customers. The mutual fund promotes an investment culture that believes in systematic wealth creation in long term. Through responsible investing in capital markets their vision is to achieve sustainable prosperity.

Customer Reviewsstar

  • " Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends "

    IT Developer, Bangalore
  • " I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great. "

    Software Engineer, Indore
  • " Investing through ClearTax is super easy and simple. It is extremely helpful for investors with less finance knowledge. "

    Campus Manager, Bangalore

Invest Now in 3 Easy Stepsstar

  • 1
  • 2
  • 3

Why ClearTax Invest?

  • checkOur experts do all the research and offer only the BEST mutual funds
  • checkTrusted by Over 25 Lakh Indians
  • checkInvest in just 5 minutes
  • checkNo paperwork required
  • checkSimple and easy to use

Frequently Asked Questions

  • Read More

Start your investment

Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns