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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹286 Cr

Lock In Period

N/A

Expense Ratio

2.43

Benchmark

Nifty India Consumption Total Return

Exit Load

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.

Summary

Latest details for Union Consumption Fund Growth include a ₹9.28 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Union Consumption Fund Growth AUM is ₹286 Cr, with a lock-in of N/A years, expense ratio of 2.43%, and benchmark Nifty India Consumption Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 7.90% returns, against a category average of 1.33% and a category best of 23.39%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.901.3323.39
6M0.001.7895.07
1Y0.005.76265.59
3Y0.0014.02335.86

Portfolio Analysis

  • Equity: 96.35%
  • Debt: 3.65%
  • Others
As on: 2026-03-31
View allocation % by

1. Mahindra & Mahindra Ltd.6.20%
2. Maruti Suzuki India Ltd.5.48%

1. Eternal Ltd.4.60%
2. FSN E-Commerce Ventures Ltd.2.30%
3. Meesho Ltd.0.98%
4. CarTrade Tech Ltd.0.93%
5. Swiggy Ltd.0.30%

1. TVS Motor Company Ltd.3.03%
2. Eicher Motors Ltd.2.48%
3. Hero MotoCorp Ltd.2.01%

1. Bharti Airtel Ltd.7.26%

1. Britannia Industries Ltd.3.50%
2. Zydus Wellness Ltd.1.58%

1. Titan Company Ltd.4.61%

1. Hindustan Uever Ltd.3.09%
2. Honasa Consumer Ltd.1.32%

1. Tata Consumer Products Ltd.4.05%

1. LG Electronics India Ltd.3.16%

1. Marico Ltd.2.49%

1. Radico Khaitan Ltd.2.25%

1. Vishal Mega Mart Ltd.1.71%
2. V-Mart Retail Ltd.0.50%

1. Max Healthcare Institute Ltd.1.61%
2. Dr. Lal Path labs Ltd.0.50%

1. Ather Energy Ltd.1.90%

1. Doms Industries Ltd.1.84%

1. Jubilant Foodworks Ltd.0.91%
2. The Indian Hotels Company Ltd.0.85%

1. The Phoenix Mills Ltd.1.74%

1. Kotak Mahindra Bank Ltd.1.14%
2. ICICI Bank Ltd.0.60%

1. Metro Brands Ltd.1.61%

1. SBI Life Insurance Co. Ltd.1.52%

1. Blue Star Ltd.1.52%

1. KEI Industries Ltd.1.41%

1. Nippon Life India Asset Management Ltd.1.40%

1. Tata Motors Ltd.1.39%

1. Torrent Pharmaceuticals Ltd.0.74%
2. Corona Remedies Ltd.0.61%

1. One 97 Communications Ltd.1.27%

1. ITC Ltd.1.25%

1. Pidilite Industries Ltd.1.23%

1. Arvind Fashions Ltd.1.18%

1. JSW Energy Ltd.1.14%

1. Info Edge (India) Ltd.1.12%

1. Delhivery Ltd.1.09%

1. Lenskart Solutions Ltd.1.05%

About Fund

Union Consumption Fund Growth managed by Union Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹286 Crore. The fund benchmarks its performance against the Nifty India Consumption Total Return while maintaining an expense ratio of 2.43. 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 NameRatingsAUMExpense Ratio
This FundWhiteOak Capital Special Opportunities Fund Growth01313.87 CR2.15
This FundNippon India Innovation Fund Growth02445.95 CR2
This FundUnion Consumption Fund Growth0286.44 CR2.43
This FundICICI Prudential PSU Equity Fund Growth01798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth3599.16 CR2.36
Fund Name1Y3Y
This FundWhiteOak Capital Special Opportunities Fund Growth9.84170
This FundNippon India Innovation Fund Growth6.54440
This FundUnion Consumption Fund Growth00
This FundICICI Prudential PSU Equity Fund Growth10.7949112.0188
This FundNippon India Taiwan Equity Fund Growth260.5585318.1066

FAQs

Union Consumption Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Union Consumption Fund Growth is 2.43. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Union Consumption Fund Growth’s fund performance is as follows:
  • 1 Month : 7.90%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Union Consumption Fund Growth are updated daily based on NAV of ₹ 9.28 as on Apr 22,2026. Since inception, the return has been 0.00%.

You can invest in Union Consumption Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Union Consumption Fund Growth is ₹286 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Union Consumption Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500