Overview (as on 04 Aug 2021)

NAV

₹28.96

1y returns

95.676%

Fund AUM

₹511 Cr

Expense Ratio

1.74%

Min SIP

₹2,000

Min Lumpsum

₹5,000

Fund Performance

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Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
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Asset Allocation

Sector Allocation
Industrials
19.36%
Consumer
18.20%
Tech
17.16%
Health
12.60%
Basic Materials
12.27%
Financial Services
10.17%
Defensive
5.44%
Communication
3.80%
Real Estate
1.00%
Size Breakup
Mid Cap
57.59%
Small Cap
42.41%

Key Metrics

Beta 

0.74

Std deviation 

22.59%

Sharpe Ratio 

0.56

Holdings

Fund Details

Investment Objectives
To achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities, predominantly of small cap companies.
Scheme Name
Union Small Cap Fund Direct Growth
Scheme Document
Exit Load

For 0 - 15 Days: 1%

After 15 Days : 0%

Plan Started
10 June, 2014
Fund Manager
Vinay Paharia
Fund House Details
Fund House
Union Asset Management Co. Pvt. Ltd.
Email
investorcare@unionkbc.com
Phone
+912224833401
Address
Union Asset Management Co. Pvt. Ltd.,Unit 802, 8th Floor, Tower ‘A’,,Peninsula Business Park, Ganpatrao Kadam Marg,,Lower Parel (West)

Other Related Plans

Peer Funds

Union Small Cap Fund Direct Growth

NAV

₹28.96

INDmoney Analysis

    success

    Fund is in Top 30 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Vinay Paharia
Vinay Paharia

leader

Qualifications
B. Com., M.M.S.
Work Experience
"Mr. Paharia is currently the Chief Investment Officer of Union Asset Management Company. He has over 15 years of experience in Fund Management and Equity. His prior stints include Fund Manager - Equity of Invesco Asset Management (India) Private Ltd and as an Equity Research Analyst for DBS Cholamandalam AMC, KR Choksey Shares and Securities Pvt. Ltd, First Global Stockbroking Pvt Ltd. Mr. Paharia has a B.Comm and M.M.S."
Hardick Bora
Hardick Bora

manager

Work Experience
"Mr. Bora is currently a Co-Fund Manager for Union Asset Management Company Pvt Ltd. He has over 10 years of experience in financial services sector. Previously he worked as a Research Analyst with Union AMC, Sr. Manger - Instituional Research (Pharma) for Motilal Oswal Securities Ltd, Research Associate (Pharma & Agrochemicals) for Dolat Capital Markets Pvt. Ltd, Research Associate (Pharma) for Khandwala Securites Ltd, Consultant and Assistant Manager for Yen Management Consultants Pvt. Ltd and as Customer Care Advisor for 3 Global Services Pvt. Ltd. Mr. Bora has a Bachelors in Banking & Insurance from University of Mumbai and is CFA Charterholder."

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