Union Diversified Equity All Cap Active FOF Growth Return

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

Showing Funds Performance since Sep 07, 2020

Union Diversified Equity All Cap Active FOF Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹196 Cr

Lock In Period

N/A

Expense Ratio

1.46

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

BSE 500 Total Return

Union Diversified Equity All Cap Active FOF Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.640.3134.40
6M10.422.5746.51
1Y0.005.26111.57
3Y0.0014.11320.47

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-07-31
View allocation % by
No Data Found
No Data Found

About Fund Union Diversified Equity All Cap Active FOF Growth

Union Diversified Equity All Cap Active FOF Growth managed by Union Mutual Fund,is a Fund Of Fundsscheme with Assets Under Management of ₹196 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.46. Under the expert guidance of Gaurav Chopra ,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

Gaurav Chopra

Mr. Gaurav Chopra has done B.Com, Chartered Accountant and CFA (Level III cleared). Prior to joining Union Mutual Fund, he was associated with Centrum Portfolio Management Services- Centrum Broking Ltd., Barclays Wealth Trustees (India) Pvt. Ltd. and Sharp & Tanan Associates.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
DSP World Agriculture Fund Growth010 CR2.21
Union Diversified Equity All Cap Active FOF Growth0195 CR1.46
Mirae Asset NYSE FANG + ETF Fund of Fund Growth52,404 CR0.41
DSP World Gold Mining Overseas Equity Omni FoF Growth51,440 CR2.31
Fund Name1Y3Y
This FundDSP World Agriculture Fund Growth7.6406-16.0743
This FundUnion Diversified Equity All Cap Active FOF Growth00
This FundMirae Asset NYSE FANG + ETF Fund of Fund Growth28.0934235.9783
This FundDSP World Gold Mining Overseas Equity Omni FoF Growth90.2035312.309

Union Diversified Equity All Cap Active FOF Growth FAQs

Union Diversified Equity All Cap Active FOF 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 Diversified Equity All Cap Active FOF Growth is 1.46. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Union Diversified Equity All Cap Active FOF Growth’s fund performance is as follows:
  • 1 Month : 3.64%
  • 6 Months : 10.42%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Union Diversified Equity All Cap Active FOF Growth are updated daily based on NAV of ₹ 10.9857 as on Aug 20,2026. Since inception, the return has been 0.00%.

You can invest in Union Diversified Equity All Cap Active FOF 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 Diversified Equity All Cap Active FOF Growth is ₹196 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Union Diversified Equity All Cap Active FOF Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.