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FAQ : Union Consumption Fund - Growth - Direct Plan

Union Consumption Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

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

The Current NAV of Union Consumption Fund - Growth - Direct Plan is ₹9.24.

It is better to invest in a fund with a longer track record as Union Consumption Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 500, as the Funds portfolio is similar to its benchmark.

Union Consumption Fund - Growth - Direct Plan fund’s expense ratio is 0.95%

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 Consumption Fund - Growth - Direct Plan is currently ₹286 Crores.

The Top three stocks are Bharti Airtel, Mahindra & Mahindra and Maruti Suzuki and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 28% and 45% of fund’s portfolio respectively.

Top three sectors of Union Consumption Fund - Growth - Direct Plan fund are Auto, FMCG and Retail accounting for 52% of the total portfolio.

Since this is a Equity - Sectoral Fund - Consumption 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 Consumption Fund - Growth - Direct Plan Fund is Equity - Sectoral Fund - Consumption.

Vinod Malviya and Sanjay Bembalkar manage the Union Consumption Fund - Growth - Direct Plan Fund.

Union Consumption Fund - Growth - Direct Plan current PE ratio is 48.21 and PB ratio is 10.58

The asset allocation of Union Consumption Fund - Growth - Direct Plan is Stocks : 96.35%, Debt : 3.64% and Gold : 0%

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

The exit load for Union Consumption Fund - Growth - Direct Plan is 1% on or before 1 year, Nil after 1 year

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