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Union Consumption Fund Growth Return

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  • 6M
  • 1Y
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  • 5Y
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Showing Funds Performance since Sep 07, 2020

Union Consumption Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹329 Cr

Lock In Period

N/A

Expense Ratio

2.91

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(%)
1M2.20-0.8216.11
6M4.171.0140.05
1Y0.002.93105.34
3Y0.0010.88199.53

Portfolio Analysis

  • Equity: 98.45%
  • Debt: 1.55%
  • Others
As on: 2026-06-30
View allocation % by

1. Maruti Suzuki India Ltd.6.75%
2. Mahindra & Mahindra Ltd.4.59%

1. Eternal Ltd.5.19%
2. FSN E-Commerce Ventures Ltd.2.65%
3. CarTrade Tech Ltd.1.33%
4. Meesho Ltd.1.17%

1. Bharti Airtel Ltd.7.11%

1. Hindustan Uever Ltd.2.82%
2. Honasa Consumer Ltd.2.71%

1. Varun Beverages Ltd.4.50%

1. Trent Ltd.4.38%

1. Zydus Wellness Ltd.3.04%
2. Britannia Industries Ltd.0.67%

1. Titan Company Ltd.3.60%

1. Radico Khaitan Ltd.3.46%

1. Tata Consumer Products Ltd.3.29%

1. LG Electronics India Ltd.3.06%

1. Ather Energy Ltd.2.76%

1. Marico Ltd.2.74%

1. Blue Star Ltd.2.18%

1. Pidilite Industries Ltd.2.11%

1. The Phoenix Mills Ltd.1.97%

1. Nippon Life India Asset Management Ltd.1.92%

1. JSW Energy Ltd.1.92%

1. Arvind Fashions Ltd.1.89%

1. Vishal Mega Mart Ltd.0.95%
2. Avenue Supermarts Ltd.0.93%

1. Dr. Lal Path labs Ltd.1.70%

1. Berger Paints India Ltd.1.67%

1. ICICI Bank Ltd.1.67%

1. Metro Brands Ltd.1.65%

1. KEI Industries Ltd.1.65%

1. Doms Industries Ltd.1.61%

1. One 97 Communications Ltd.1.53%

1. Interglobe Aviation Ltd.1.27%

1. Lenskart Solutions Ltd.1.14%

1. ITC Ltd.1.09%

1. Delhivery Ltd.1.08%

1. Greenply Industries Ltd.1.06%

About Fund Union Consumption Fund Growth

Union Consumption Fund Growth managed by Union Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹329 Crore. The fund benchmarks its performance against the Nifty India Consumption Total Return while maintaining an expense ratio of 2.91. 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
Kotak Special Opportunities Fund Growth01,461 CR2.27
Edelweiss Consumption Fund Growth0483 CR2.55
Union Consumption Fund Growth0328 CR2.91
HDFC Defence Fund Growth510,529 CR1.8
Nippon India Taiwan Equity Fund Growth31,191 CR2.6
Fund Name1Y3Y
This FundKotak Special Opportunities Fund Growth14.71060
This FundEdelweiss Consumption Fund Growth2.63460
This FundUnion Consumption Fund Growth00
This FundHDFC Defence Fund Growth24.0562161.7861
This FundNippon India Taiwan Equity Fund Growth102.5633187.3688

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 2.91. 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 : 2.20%
  • 6 Months : 4.17%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Union Consumption Fund Growth are updated daily based on NAV of ₹ 9.77 as on Jul 31,2026. 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 ₹329 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.