₹ 1,671.86 Cr
2.11%
BSE 250 SmallCap TRI
INF582M01BY1
1000.0
1000.0
500
FM 1 Mr. Pratik Dharmshi, FM 2 Mr. Gaurav Chopra
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Union Small Cap Fund - Regular Plan - Growth Option | -1.15 | 18.4 | 28.7 |
Benchmark | - | - | - |
Equity
Debt
Others
To achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities, predominantly of small cap companies. However, there is no assurance that the Investment Objective of the scheme will be achieved.
Company | Holdings (%) |
---|---|
THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/- | 3.28 |
EUREKA FORBES LIMITED EQ | 2.98 |
KFIN TECHNOLOGIES LIMITED EQ | 2.93 |
GABRIEL INDIA LIMITED EQ NEW FV RE. 1/- | 2.61 |
KEI INDUSTRIES LIMITED NEW EQ RS. 2/- | 2.58 |
AMBER ENTERPRISES INDIA LIMITED EQ | 2.47 |
S.J.S. ENTERPRISES LIMITED EQ | 2.46 |
RADICO KHAITAN LIMITED EQ NEW FV RS. 2/- | 2.46 |
Ami Organics Limited | 2.4 |
360 ONE WAM LIMITED EQ NEW FV RE. 1/- | 2.18 |
Sector | Holdings (%) |
---|---|
Capital Goods | 21.61 |
Financial Services | 17.22 |
Consumer Durables | 11.85 |
Healthcare | 11.06 |
Automobile and Auto Components | 7.77 |
Chemicals | 6.9 |
Fast Moving Consumer Goods | 4.16 |
Information Technology | 3.43 |
Services | 2.77 |
Realty | 2.63 |
Scheme Name | 5Y (%) |
---|---|
Union Small Cap Reg Gr | 28.7 |
Motilal Oswal Small Cap Reg Gr | 0.0 |
Bandhan Small Cap Reg Gr | 34.15 |
PGIM India Small Cap Fund Reg Gr | 0.0 |
Invesco India Small Cap Reg Gr | 32.12 |
Quantum Small Cap Fund Reg Gr | 0.0 |
Axis Small Cap Reg Gr | 29.15 |
HDFC Small Cap Reg Gr | 32.78 |
DSP Small Cap Reg Gr | 30.57 |
ITI Small Cap Reg Gr | 27.31 |