Union Small Cap Fund Regular Growth
- 0.54%
- (--0.07)12.89
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Fund Summary
| Period | Returns(per year) |
|---|---|
| 10 Years | -- |
| 5 Years | 0.54% |
| 3 Years | -4.61% |
| 1 Year | -1.38% |
| 6 Months | -9.1% |
| Fund Details | |
|---|---|
| ISIN | INF582M01BY1 |
| Risk | Moderately High risk |
| Fund Type | Small-Cap |
| NAV | 12.89 |
| Exit Load | 1% for 15 Days |
More about this fund
| Top Holdings | Weightage |
|---|---|
| IndiaMART InterMESH Ltd | 4.41% |
| Multi Commodity Exchange of India Ltd | 4.16% |
| Fine Organic Industries Ltd Ordinary Shares | 4.09% |
| Neogen Chemicals Ltd | 3.38% |
| RITES Ltd Ordinary Shares | 3.3% |
| Heritage Foods Ltd | 3.23% |
| KNR Constructions Ltd | 3.11% |
| Orient Electric Ltd Ordinary Shares | 3.1% |
| PI Industries Ltd | 3.03% |
| Nesco Ltd | 3.02% |
About Union Small Cap Fund
Union Small Cap Fund is an open-ended fund which invests in equity and equity-related securities of small cap companies. The fund strives to deliver capital appreciation over a long-term investment horizon. The fund will invest at least 80% of the capital in equity & equity related instrument, whereas the rest could be invested in debt & money market instrument.
Pros & Cons of Union Small Cap Fund
Union Small Cap Fund offers the following benefits:
1. The scheme provides opportunities to investors for generating returns from companies with small market capitalisation.
2. However, the returns from the fund are lower than the average category returns.
Fund Information and Statistics of Union Small Cap Fund
i) Inception/ Launch date
Union Small Cap Fund was launched on June 10, 2014, by Union Mutual Funds.
ii) Risk level
Investment in the Union Small Cap fund has moderately-high risk and ideal for investors with long-term investment horizon.
iii) Redemption
Redemption of Units will be done at applicable NAV prices on every business day. Under normal circumstances, your fund house will dispatch the redemption proceeds within 10 business days.
iv) Fund Manager
The fund is jointly managed by Mr Hardick Bora since October 05, 2016 and Vinay Paharia since April 02, 2018.
v) Entry / Exit load
The fund house does not charge entry load or exit load if units are redeemed after 1 year. However, 1% exit load is charged if redeemed within one year from the date of allotment.
Tax benefits of investing in Union Small Cap Fund
The Short-term capital gain tax of 15% is levied if sold before one year from the date of allotment. Long-term capital gains, in excess of Rs 1 Lakh, will be taxed at 10% without indexation if redeemed after one year.
About Union Mutual Fund
Union Mutual Fund is a subsidiary of Union Bank of India which is one of the nation’s top public sector bank. The fund house aims to help investors achieve prosperity with responsible investing in capital markets. It aims to deliver customized financial solutions to the customers and promote investment culture of long-term systematic wealth creation.
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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