Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.61%
1 Month-11.58%
3 Months-12.59%
6 Months-10.56%
1 Year-3.96%
3 Years (CAGR)+11.89%
5 Years (CAGR)+10.75%
10 Years (CAGR)+12.37%
Since Inception (Jun 2011)+10.72%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-15.84%
3 Year SIP+0.65%
5 Year SIP+6.19%
Since Inception (Jun 2011)+11.42%
Fund Details
Fund HouseUnion Mutual Fund
CategoryFlexi Cap
Plan Typeregular
Optiongrowth
AUM₹2,349 Cr
Expense Ratio2.02%
Min SIP₹100
Min Lumpsum₹1,000
Launch Date17 Jun 2011
AMFI Code115270
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Union Flexi Cap Fund - Growth Option aims to generate long-term capital appreciation by investing across companies of all market capitalisations — large, mid, and small cap — without any restriction on allocation. The fund manager has the flexibility to dynamically shift between segments based on market conditions.
About This Fund
Union Flexi Cap Fund - Growth Option is a Flexi Cap mutual fund offered by Union Mutual Fund. The fund has been operational for over 14 years. It manages assets worth ₹2,349 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.02%.
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