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Union Small and Midcap Fund-Growth

Ranked 276 out of 307 in - India over 36 months
All calculations are in INR unless stated

Objective

To achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities, predominantly of small and midsized companies. Under normal circumstances, the asset allocation pattern will be as follows:-Equity & Equity related instruments predominantly** of small and mid-sized companies 80%-100% -Debt and Money Market Instruments 0%-20%

Performance

India over : 31/08/2015 - 31/08/2018
  • Rank 276/307 Total Return
  • Rank 275/307 Standard Deviation
  • Rank 277/307 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -8.0% -7.8%
2017 43.0% 14.9% 4.9% 2.7% 15.5%
2016 -3.4% -9.7% 10.7% 5.3% -8.2%
2015 2.1% 0.6% 0.3% -1.9% 3.1%
2014 5.0% 12.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date17/06/2014
  • Share Class size3,108Mn
  • Base currencyINR
  • ISIN INF582M01BY1

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment2,000

Charges

  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).