MF
MFGenie.ai
Sectoral / Thematic📊 NIFTY 500 TRI(SEBI default)

Union Consumption Fund · Regular · Growth

Union Mutual Fund

NAV

₹9.7700

as of 31 Jul 2026

Expense Ratio

2.41%

AUM

₹316 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
3Y
5Y
Since Inception
-2.30%

SIP returns (XIRR)

1Y
3Y
5Y
Since Inception
+13.66%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Performance Comparison

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Fund Details

Fund HouseUnion Mutual Fund
CategorySectoral / Thematic
BenchmarkNIFTY 500 TRI ✓
Launch Date01 Dec 2025
AMFI Code154022
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit Load1% 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

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Union Consumption Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Union Consumption Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Union Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹316 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.41%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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