Union Small Cap Fund Regular Growth - Latest NAV ₹12.89, Returns, Performance & Portfolio

Union Small Cap Fund Regular Growth

  • highlight
    0.54%
  • highlight
    (--0.07)12.89

Start your investment

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

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years0.54%
3 Years-4.61%
1 Year-1.38%
6 Months-9.1%
Fund Details
ISININF582M01BY1
RiskModerately High risk
Fund TypeSmall-Cap
NAV12.89
Exit Load1% for 15 Days

More about this fundstar

Top HoldingsWeightage
IndiaMART InterMESH Ltd4.41%
Multi Commodity Exchange of India Ltd4.16%
Fine Organic Industries Ltd Ordinary Shares4.09%
Neogen Chemicals Ltd3.38%
RITES Ltd Ordinary Shares3.3%
Heritage Foods Ltd3.23%
KNR Constructions Ltd3.11%
Orient Electric Ltd Ordinary Shares3.1%
PI Industries Ltd3.03%
Nesco Ltd3.02%

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.

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

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