Union Consumption Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Union Consumption Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹336 Cr

Lock In Period

N/A

Expense Ratio

2.83

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.

Benchmark

Nifty India Consumption Total Return

Union Consumption Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.61-0.501.68
6M10.783.4934.16
1Y0.004.8415.75
3Y0.0014.5759.53

Portfolio Analysis

  • Equity: 98.88%
  • Debt: 1.12%
  • Others
As on: 2026-07-31
View allocation % by

1. Maruti Suzuki India Ltd.6.07%
2. Mahindra & Mahindra Ltd.5.73%
3. Hyundai Motor India Ltd.0.46%

1. Eternal Ltd.5.85%
2. FSN E-Commerce Ventures Ltd.2.80%
3. CarTrade Tech Ltd.1.32%
4. Meesho Ltd.1.09%

1. Bharti Airtel Ltd.7.46%

1. Honasa Consumer Ltd.2.62%
2. Hindustan Uever Ltd.2.06%

1. Trent Ltd.3.95%

1. Varun Beverages Ltd.3.86%

1. Zydus Wellness Ltd.3.00%
2. Britannia Industries Ltd.0.69%

1. Titan Company Ltd.3.64%

1. Radico Khaitan Ltd.3.49%

1. LG Electronics India Ltd.2.89%
2. Dixon Technologies (India) Ltd.0.42%

1. Ather Energy Ltd.3.01%

1. Tata Consumer Products Ltd.2.94%

1. Marico Ltd.2.81%

1. The Phoenix Mills Ltd.1.89%
2. Prestige Estates Projects Ltd.0.68%

1. ICICI Bank Ltd.2.43%

1. Shadowfax Technologies Ltd.1.24%
2. Delhivery Ltd.1.08%

1. Blue Star Ltd.2.22%

1. Pidilite Industries Ltd.2.10%

1. One 97 Communications Ltd.1.96%

1. Dr. Lal Path labs Ltd.1.94%

1. Nippon Life India Asset Management Ltd.1.89%

1. Berger Paints India Ltd.1.78%

1. Arvind Fashions Ltd.1.78%

1. Metro Brands Ltd.1.68%

1. TVS Motor Company Ltd.1.63%

1. Doms Industries Ltd.1.56%

1. KEI Industries Ltd.1.50%

1. Lenskart Solutions Ltd.1.23%

1. Interglobe Aviation Ltd.1.18%

1. ITC Ltd.1.05%

1. Greenply Industries Ltd.1.01%
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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 2.83. 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
ITI Bharat Consumption Fund Growth0370 CR2.6
Invesco India Consumption Fund Growth0586 CR2.72
Union Consumption Fund Growth0336 CR2.83
Tata India Consumer Fund Growth52,814 CR2.14
HSBC Consumption Fund Growth01,816 CR2.21
Fund Name1Y3Y
This FundITI Bharat Consumption Fund Growth-0.52340
This FundInvesco India Consumption Fund Growth00
This FundUnion Consumption Fund Growth00
This FundTata India Consumer Fund Growth2.741945.09
This FundHSBC Consumption Fund Growth1.966953.2399

Union Consumption Fund Growth 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 2.83. 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 : -1.61%
  • 6 Months : 10.78%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Union Consumption Fund Growth are updated daily based on NAV of ₹ 9.80 as on Sep 10,2026. 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 ₹336 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.