Union Flexi Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 40.35 | 19.04 | 18.33 | 11.96 |
Average Rolling Returns(%) | 14.88 | 13.49 | 11.69 | 12.36 |
The Current NAV of Union Flexi Cap Fund - Regular Plan - Growth is ₹45.08.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
Union Flexi Cap Fund - Regular Plan - Growth fund’s expense ratio is 2.10%
The process for redemption is
The AUM of Union Flexi Cap Fund - Regular Plan - Growth is currently ₹1,987 Crores.
The Top three stocks are ICICI Bank, Reliance Industries and HDFC Bank and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 40% of fund’s portfolio respectively.
Top three sectors of Union Flexi Cap Fund - Regular Plan - Growth fund are BFSI, Auto and IT accounting for 47% 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 - Flexi 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 Flexi Cap Fund - Regular Plan - Growth Fund is Equity - Flexi Cap Fund.
Sanjay Bembalkar and Hardick Bora manage the Union Flexi Cap Fund - Regular Plan - Growth Fund.
Union Flexi Cap Fund - Regular Plan - Growth current PE ratio is 45.00 and PB ratio is 7.01
The asset allocation of Union Flexi Cap Fund - Regular Plan - Growth is Stocks : 94.78%, Debt : 3.80% and Gold : 1.41%
The minimum SIP amount for Union Flexi Cap Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for Union Flexi Cap Fund - Regular Plan - Growth is 1% on or before 15 days, Nil after 15 days