Union Diversified Equity All Cap Active FOF

AMC: UNION High Risk

📊 Quick Summary Of This Page

Union Diversified Equity All Cap Active FOF is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
1.24%
Expense Ratio
Mr. Gaurav Chopra
Fund Manager
Growth
Plan Type
01 Sep 2025
Launch Date
1%
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.
Exit Load
NAV Momentum
Fund Analysis

Union Diversified Equity All Cap Active FOF does not yet have a 5-year performance history.

The average return for funds is 61.66% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return N/A 2.52%
2 Year Return N/A 14.81%
3 Year Return N/A 41.29%
4 Year Return N/A 54.54%
5 Year Return N/A 61.66%
6 Year Return N/A 80.31%
7 Year Return N/A 90.53%
Expense Ratio 1.24% -
NAV History
Fund Information

AMC: UNION

Category:

Launch Date: 01 Sep 2025

Fund Manager: Mr. Gaurav Chopra

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: 0

Risk: High Risk

About This Fund

Union Diversified Equity All Cap Active FOF is managed by UNION .

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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Frequently Asked Questions

Union Diversified Equity All Cap Active FOF is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Union Diversified Equity All Cap Active FOF depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Union Diversified Equity All Cap Active FOF holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Union Diversified Equity All Cap Active FOF, based on the latest portfolio data.

Union Diversified Equity All Cap Active FOF currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Union Diversified Equity All Cap Active FOF is , which represents the annual cost charged for managing the fund.

Union Diversified Equity All Cap Active FOF manages assets worth approximately , representing the total investor capital under management.

Union Diversified Equity All Cap Active FOF carries a risk profile based on its portfolio composition, volatility and market exposure.

Union Diversified Equity All Cap Active FOF performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Union Diversified Equity All Cap Active FOF can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Union Diversified Equity All Cap Active FOF is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Union Diversified Equity All Cap Active FOF and making investment decisions.

Yes, Union Diversified Equity All Cap Active FOF provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Union Diversified Equity All Cap Active FOF may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Union Diversified Equity All Cap Active FOF to estimate returns and wealth creation over different time periods.