₹ 1,408.37 Cr
2.12%
S&P BSE 250 SmallCap TRI
INF582M01BY1
1000.0
1000.0
500
Hardick Bora, Sanjay Bembalkar
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Union Small Cap Fund - Regular Plan - Growth Option | 41.63 | 24.29 | 26.63 |
S&P BSE 250 SmallCap TRI | 54.87 | 27.24 | 25.14 |
Equity
Debt
Others
The scheme seeks to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities, predominantly of small and midsized companies.
Company | Holdings (%) |
---|---|
Others | 3.38 |
Hitachi Energy India Ltd. | 2.22 |
DOMS Industries Ltd. | 2.16 |
Blue Star Ltd. | 2.11 |
Alembic Pharmaceuticals Ltd. | 2.05 |
KSB Ltd. | 2.04 |
KFin Technologies Ltd. | 1.94 |
PNC Infratech Ltd. | 1.89 |
CE Info Systems Ltd. | 1.79 |
Nippon Life India Asset Management Ltd. | 1.78 |
Sector | Holdings (%) |
---|---|
Capital Goods | 17.97 |
Financial | 17.84 |
Healthcare | 11.91 |
Construction | 9.31 |
Services | 8.29 |
Consumer Discretionary | 4.97 |
Chemicals | 4.92 |
Technology | 4.74 |
Consumer Staples | 4.58 |
Automobile | 4.47 |
Scheme Name | 5Y (%) |
---|---|
Union Small Cap Reg Gr | 26.63 |
Bandhan Small Cap Reg Gr | 0.0 |
Mahindra Manulife Small Cap Fund Reg Gr | 0.0 |
ITI Small Cap Reg Gr | 0.0 |
Quant Small Cap Gr | 40.38 |
Nippon India Small Cap Gr Gr | 31.77 |
Franklin India Smaller Companies Gr | 25.17 |
Invesco India Small Cap Reg Gr | 27.72 |
BANK OF INDIA Small Cap Reg Gr | 32.32 |
HSBC Small Cap Fund Reg Growth | 26.31 |