Union Consumption Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Union Consumption Fund Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹336 Cr
N/A
2.79
1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units.Nil if redeemed or switched out after completion of 1 year from the date of allotment of units.
Nifty India Consumption Total Return
Union Consumption Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -6.17 | -1.04 | -2.46 |
| 6M | 9.56 | 3.88 | 33.58 |
| 1Y | 0.00 | 3.94 | 7.88 |
| 3Y | 0.00 | 13.89 | 49.48 |
Portfolio Analysis
- Equity: 98.08%
- Debt: 1.92%
- Others
About Fund Union Consumption Fund Growth
Union Consumption Fund Growth managed by Union Mutual Fund,is a Consumerscheme with Assets Under Management of ₹336 Crore. The fund benchmarks its performance against the Nifty India Consumption Total Return while maintaining an expense ratio of 2.79. Under the expert guidance of Vinod Malviya ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Vinod Malviya
Mr. Vinod Malviya has done Bachelors of Management Studies, Masters in Financial Management and CFA (Level-III cleared). Prior to joining Union Mutual Fund, he was associated with Florintree Advisors Pvt. Ltd., East India Securities Ltd. and Amit Nalin Securities Pvt. Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Quant Consumption Fund Growth | 0 | 190 CR | 3.22 |
| LIC MF Consumption Fund Growth | 0 | 460 CR | 2.69 |
| Union Consumption Fund Growth | 0 | 336 CR | 2.79 |
| Tata India Consumer Fund Growth | 5 | 2,900 CR | 2.12 |
| HSBC Consumption Fund Growth | 0 | 1,816 CR | 2.19 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundQuant Consumption Fund Growth | 0.391 | 0 |
| This FundLIC MF Consumption Fund Growth | 0 | 0 |
| This FundUnion Consumption Fund Growth | 0 | 0 |
| This FundTata India Consumer Fund Growth | -0.1327 | 38.3162 |
| This FundHSBC Consumption Fund Growth | -1.4856 | 43.5825 |
Union Consumption Fund Growth FAQs
- 1 Month : -6.17%
- 6 Months : 9.56%
- 1 Year : 0.00%
- 3 Years : 0.00%
