ad
Union Multicap Fund(G)-Direct Plan

Union Multicap Fund(G)-Direct Plan

Equity•Direct Growth•High Risk

+15.81%

3Y annualised

Expert Rating Locked 🔒

Subscribe to unlock the ratings

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit.
  • Mattis eget etiam curabitur a cras malesuada pulvinar.

Buy, Hold or Sell?

Unlock our SEBI-RIA verdict on this fund.

Locked

NAV : 13 Nov 2026

₹18.88

Min. SIP amount

₹250

Fund size (AUM)

1512 Cr

Expense ratio

0.93%

Launched on

19 Dec 2022

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

₹8,000

3M6M1Y3Y
Total investment
₹2,88,000
Would've become
₹3,70,314

Stock Allocation

Stock nameSectorAllocation
TrepsCash & Cash Equivalents And Net Assets4.89%
Icici Bank Ltd.Bank4.82%
Hdfc Bank Ltd.Bank2.89%

Fund Composition

₹1512 Cr

Large Cap

32.85%

Mid Cap

31.69%

Small Cap

29.81%

Others

5.65%

Sector Allocation

₹1512 Cr

Bank

17.10%

Automobile & Ancillaries

13.77%

It

10.24%

Healthcare

7.92%

Finance

6.85%

Capital Goods

6.23%

Domestic Equities

5.93%

Cash & Cash Equivalents And Net Assets

4.51%

Others

27.41%

Minimum investments

Min. for SIP₹250
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 15D, Nil after 15D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

HP

Harshad Patwardhan

Present

SB

Sanjay Bembalkar

Present

Similar/Peer Fund Comparison

Fund name
T

TRUSTMF Multi Cap Fund(G)-Direct Plan

+0.00%
G

Groww Multicap Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Multi Cap Fund(G)-Direct Plan

+0.00%
I

ITI Multi Cap Fund(G)-Direct Plan

+17.37%
B

Bank of India Multi Cap Fund(G)-Direct Plan

+17.78%
A

Axis Multicap Fund(G)-Direct Plan

+20.08%
M

Mahindra Manulife Multi Cap Fund(G)-Direct Plan

+17.67%
U

Union Multicap Fund(G)-Direct Plan

+15.81%

FAQs

Union Multicap Fund(G)-Direct Plan is a part of Union Asset Management Company Pvt. Ltd., it was incepted on 19 Dec 2022. This fund is managed by Harshad Patwardhan and Sanjay Bembalkar. It is a Equity type of fund.

The current NAV of Union Multicap Fund(G)-Direct Plan is ₹18.88 (as of 13 Nov 2026).

Union Multicap Fund(G)-Direct Plan has delivered 10.80% in 1 year, 15.81% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Union Multicap Fund(G)-Direct Plan is ₹250.

The expense ratio of Union Multicap Fund(G)-Direct Plan is 0.93%.

PRO Mutual Fund Advisory is Univest's personalised mutual fund advisory service. We analyse your portfolio, risk protile and goals to recommend the right mix of funds for you.

Anyone looking for personalised fund guidance—whether you're starting your MF journey or existing investors who want guidance on improving or restructuring their existing MF portfolio

Our recommendations are built on your profile, risk level, goals, existing portfolio, and Univest's proprietary fund ratings, not generic lists or trending funds.

A. Basic (PRO MF) - Get a personalised basket built for your goals and risk level, along with a complete portfolio health check, quarterly rebalancing guidance, and smart insights to optimise your returns.
B. Premium Advisory - Everything in Basic, plus dedicated 1:1 expert calls, deeper portfolio reviews, personalised reports, and priority support to help you make confident, well-guided investment decisions.

You can choose to execute them from any platform you already use. However, executing on Univest gives you a smoother experience with one-click investing and effortless rebalancing

GET THE APP

Join 1Cr users today.

SEBI Registered Analyst-backed Picks. Free Demat. One App

  • Free Demat account in under 5 minutes
  • Live market data — Nifty, Sensex, sector insights
  • SEBI Registered analyst-backed stock picks
Get it on Google PlayDownload on the App Store
Stocks:
All|a|b|c|d|e|f|g|h|i|j|k|l|m|n|o|p|q|r|s|t|u|v|w|x|y|z

Copyright 2026 Univest. All rights reserved.
Designed with ❤️ in India

arrow down