
Union Multicap Fund(G)-Direct Plan
+15.81%
3Y annualised
+15.81%
3Y annualised
-0.16% 1D
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Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.

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
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
Stock Allocation
Fund Composition
Large Cap
32.85%
Mid Cap
31.69%
Small Cap
29.81%
Others
5.65%
Sector Allocation
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
Returns vs rankings
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
Harshad Patwardhan
Present
Sanjay Bembalkar
Present
Similar/Peer Fund Comparison
TRUSTMF Multi Cap Fund(G)-Direct Plan
Groww Multicap Fund(G)-Direct Plan
Motilal Oswal Multi Cap Fund(G)-Direct Plan
ITI Multi Cap Fund(G)-Direct Plan
Bank of India Multi Cap Fund(G)-Direct Plan
Axis Multicap Fund(G)-Direct Plan
Mahindra Manulife Multi Cap Fund(G)-Direct Plan
Union Multicap Fund(G)-Direct Plan
FAQs
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