Union Flexi Cap Fund

AMC: UNION Moderate Risk Equity Flexi Cap

📊 Quick Summary Of This Page

Union Flexi Cap Fund 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
1.72%
Expense Ratio
Mr. Vinod Malviya
Fund Manager
Growth
Plan Type
20 May 2011
Launch Date
1%
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
Exit Load
NAV Momentum
Fund Analysis

Union Flexi Cap Fund does not yet have a 5-year performance history.

The average return for Flexi Cap funds is 66.68% .

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 7.91% -1.16%
2 Year Return 32.08% 12.01%
3 Year Return 52.20% 35.81%
4 Year Return 136.76% 52.38%
5 Year Return 159.73% 66.68%
6 Year Return 176.13% 109.08%
7 Year Return 261.92% 129.34%
Expense Ratio 1.72% -
NAV History
Fund Information

AMC: UNION

Category: Equity • Flexi Cap

Launch Date: 20 May 2011

Fund Manager: Mr. Vinod Malviya

Minimum Purchase: ₹1,000

Exit Load: 1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.

Lock-in: 0

Risk: Moderate Risk

About This Fund

Union Flexi Cap Fund 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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Frequently Asked Questions

Union Flexi Cap Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Union Flexi Cap Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Union Flexi Cap Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Union Flexi Cap Fund, based on the latest portfolio data.

Union Flexi Cap Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Union Flexi Cap Fund is , which represents the annual cost charged for managing the fund.

Union Flexi Cap Fund manages assets worth approximately , representing the total investor capital under management.

Union Flexi Cap Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Union Flexi Cap Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Union Flexi Cap Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Union Flexi Cap Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Union Flexi Cap Fund and making investment decisions.

Yes, Union Flexi Cap Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Union Flexi Cap Fund 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 Flexi Cap Fund to estimate returns and wealth creation over different time periods.