Union Consumption Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is BHARTI AIRTEL LTD with a portfolio weight of 7.46% .
The fund currently owns more than 46 stocks.
The top 10 holdings account for 46.06% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.97% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Communication Services |
7.46%
|
|
| 2 | Consumer Discretionary |
6.07%
|
|
| 3 | E-Commerce/E-Retail |
5.85%
|
|
| 4 | Consumer Discretionary |
5.73%
|
|
| 5 | Consumer Discretionary |
3.95%
|
|
| 6 | Non-Alcoholic Beverages |
3.86%
|
|
| 7 | Consumer Discretionary |
3.64%
|
|
| 8 | Consumer Staples |
3.49%
|
|
| 9 | Auto Ancl - Batteries |
3.01%
|
|
| 10 | Food Processing & Packaging |
3.00%
|
|
| 11 | Consumer Staples |
2.94%
|
|
| 12 | Consumer Electronics |
2.89%
|
AMC: UNION
Category: Equity • Sectoral/Thematic
Launch Date: 01 Dec 2025
Fund Manager: Mr. Vinod Malviya
Minimum Purchase: ₹1,000
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.
Lock-in: 1
Risk: Moderate Risk
Union Consumption Fund - Direct Plan is managed by UNION and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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