FAQ : Union Multicap Fund - Regular Plan - Growth

Union Multicap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 43.34 N/A N/A N/A
Average Rolling Returns(%) 41.33 N/A N/A N/A

The Current NAV of Union Multicap Fund - Regular Plan - Growth is ₹14.19.

It is better to invest in a fund with a longer track record as Union Multicap Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Union Multicap Fund - Regular Plan - Growth fund’s expense ratio is 2.26%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Union Multicap Fund - Regular Plan - Growth is currently ₹893 Crores.

The Top three stocks are ICICI Bank, Reliance Industries and Maruti Suzuki and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 27% of fund’s portfolio respectively.

Top three sectors of Union Multicap Fund - Regular Plan - Growth fund are BFSI, Auto and Construction & Infrastructure accounting for 45% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Multi Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Union Multicap Fund - Regular Plan - Growth Fund is Equity - Multi Cap Fund.

Hardick Bora and Sanjay Bembalkar manage the Union Multicap Fund - Regular Plan - Growth Fund.

Union Multicap Fund - Regular Plan - Growth current PE ratio is 51.47 and PB ratio is 8.46

The asset allocation of Union Multicap Fund - Regular Plan - Growth is Stocks : 96.64%, Debt : 3.35% and Gold : 0%

The minimum SIP amount for Union Multicap Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹1000.00

The exit load for Union Multicap Fund - Regular Plan - Growth is 1% on or before 15 days, Nil after 15 days

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