Union Flexi Cap Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Union Flexi Cap Fund Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹2,320 Cr
N/A
2.59
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
BSE 500 Total Return
Union Flexi Cap Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.38 | -1.47 | 3.94 |
| 6M | -1.95 | 0.80 | 17.00 |
| 1Y | -5.83 | 2.73 | 39.64 |
| 3Y | 8.19 | 12.71 | 129.17 |
Portfolio Analysis
- Equity: 95.02%
- Debt: 4.98%
- Others
About Fund Union Flexi Cap Fund Growth
Union Flexi Cap Fund Growth managed by Union Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹2,320 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.59. 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 |
|---|---|---|---|
| Aditya Birla Sun Life Bal Bhavishya Yojna Growth | 0 | 1,197 CR | 2.28 |
| PGIM India Flexi Cap Fund Growth | 1 | 5,595 CR | 2.12 |
| Union Flexi Cap Fund Growth | 1 | 2,319 CR | 2.59 |
| Kotak Gold ETF Growth | 0 | 14,472 CR | 0.52 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life Bal Bhavishya Yojna Growth | -3.5961 | 25.4487 |
| This FundPGIM India Flexi Cap Fund Growth | -7.5346 | 25.7422 |
| This FundUnion Flexi Cap Fund Growth | -5.8341 | 26.641 |
| This FundKotak Gold ETF Growth | 11.8049 | 129.1694 |
Union Flexi Cap Fund Growth FAQs
- 1 Month : -5.38%
- 6 Months : -1.95%
- 1 Year : -5.83%
- 3 Years : 8.19%
