Union MultiCap Fund

Description

We are pleased to announce New Fund Offer of Union Multi Cap Fund – (An open ended equity scheme Investing across large cap, mid cap, small cap stocks)

Closing On: 12th December 2022

 

Attractive Commission Structure :

 

Fund Name Amount Mobilization Criteria Annual Trail Commission Market Expansion Trail For 1st year only (For B30 Location)
Union Multicap Fund Upto Rs.25 Lacs 1.75% 2.00%
Rs.25 Lacs and Above 1.90%

 

Existing Fund Performance Sheet :

 

2-Dec-2022
Fund Performance Asset Allocation
Scheme Name Inception Date AUM (Rs. Crs.) (31-Oct-22) 6 Months Rank 1 Year Rank 2 Years Rank 3 Years Rank 5 Years Rank Equity Debt Others
Union Largecap Fund 11-May-17 245 11.51 22/29 2.74 21/29 18.57 16/27 15.30 16/26 10.87 19/25
Union Long Term Equity Fund 23-Dec-11 576 13.13 12/37 6.04 19/37 23.45 11/37 20.46 6/37 13.73 4/33      
Union Small Cap Fund 10-Jun-14 1161 10.64 17/23 6.13 15/23 32.89 14/21 30.17 9/19 13.74 7/14      
Union Flexi Cap Fund 10-Jun-11 1361 12.27 14/30 2.91 18/28 22.06 6/25 19.51 6/24 13.73 6/21      
Union Large & Midcap Fund 06-Dec-19 409 11.75 18/26 1.99 23/26 21.48 17/26
Union Value Discovery Fund 05-Dec-18 148 13.66 17/22 9.06 11/22 23.04 10/17 19.12 8/17
Union Focused Fund 05-Aug-19 336 13.40 11/25 3.70 18/25 21.25 9/23 18.95 7/19    
Union Midcap Fund 23-Mar-20 565 11.52 19/25 5.29 16/25 28.71 8/24          
Union Balanced Advantage Fund 29-Dec-17 1857 6.02 21/25 3.34 16/24 8.00 17/20 11.40 8/19     33.38 9.70 56.92
Union Hybrid Equity Fund 18-Dec-20 582 10.13 19/31 2.59 23/31 74.36 16.89 8.75

 

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