Union Multicap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 42.64 | 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 ₹13.75.
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 Nifty500 Multicap 50:25:25 - TRI returns, as Funds portfolio is significantly different.
Union Multicap Fund - Regular Plan - Growth fund’s expense ratio is 2.33%
The process for redemption is
The AUM of Union Multicap Fund - Regular Plan - Growth is currently ₹832 Crores.
The Top three stocks are Reliance Industries, ICICI Bank and HDFC Bank and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 16% and 25% of fund’s portfolio respectively.
Top three sectors of Union Multicap Fund - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and Auto accounting for 41% 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 51.75 and PB ratio is 7.34
The asset allocation of Union Multicap Fund - Regular Plan - Growth is Stocks : 93.32%, Debt : 6.67% 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