Union Consumption Fund - Regular Plan - Growth Option
Fund House: Union Mutual Fund| Category: Equity: Thematic-Consumption |
| Launch Date: 01-12-2025 |
| Asset Class: EQUITY |
| Benchmark: NIFTY India Consumption TRI |
| TER: - |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: - |
| Turn over: - | 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. |
9.81
-0.1 (-1.0194%)
-1.9%
Benchmark: 14.62%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY India Consumption TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The investment objective of the scheme is to generate long-term capital appreciation by investing in companies those are engaged in consumption and consumption related sector or allied sectors. These companies are expected to directly or indirectly benefit from changing consumer aspirations, changing lifestyle and overall growth in consumption led demand. However, there is no assurance that the investment objective of the Scheme will be achieved
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Union Consumption Fund - Regular Plan - Growth Option | 01-12-2025 | - | - | - | - | - |
| Bank of India Consumption Fund - Regular - Growth | 20-12-2024 | 7.92 | - | - | - | - |
| Aditya Birla Sun Life Consumption Fund-Growth Option | 05-08-2005 | 2.77 | 9.42 | 14.69 | 14.6 | 15.12 |
| Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | 14-09-2009 | 2.64 | 9.9 | 15.64 | 15.27 | 16.07 |
| UTI India Consumer Fund - Regular Plan - Growth Option | 30-07-2007 | 2.42 | 11.15 | 14.95 | 12.62 | 12.13 |
| Kotak Consumption Fund - Regular plan - Growth Option | 16-11-2023 | 2.33 | 13.69 | - | - | - |
| Mirae Asset Great Consumer Fund - Regular Plan - Growth option | 29-03-2011 | 0.39 | 8.35 | 16.15 | 16.6 | 15.91 |
| ICICI Prudential Bharat Consumption Fund - Growth Option | 09-04-2019 | 0.24 | 7.73 | 16.18 | 15.47 | - |
| HSBC Consumption Fund - Regular Growth | 31-08-2023 | -0.56 | 12.38 | - | - | - |
| Mahindra Manulife Consumption Fund- Regular Plan - Growth | 13-11-2018 | -0.62 | 8.49 | 15.2 | 14.4 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Scheme Documents
There are no scheme documents available
