Union Small Cap Fund

Mutual Fund

By Rajendra Oct 21, 2022 Scheme Analysis

Investment Strategy

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Top 5 Holding

Krishna Inst. Medical ZF Vehicle Control Tantva Chintan Pharma JB Chemical Neogen Chemical 3.29 3.11 2.91 2.86 2.80 Total 14.97

Investment Strategy

[{"selector":"#anim-9074ae70-32e0-4f01-b0cf-84f724f65e82","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-e2146992-572b-49bf-b056-45221c6b9a48","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Faster growing companies deliver superior stock returns than slower ones Image Credit - Unsplash

Consumer Durable

11.03 9.74 9.05 7.09 5.76

Investment Strategy

[{"selector":"#anim-8623648f-8c32-4c5c-bdb3-dbbb365392d1","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-3d795134-8723-4803-98a4-9e6b61982679","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Higher quality companies deliver superior stock returns than inferior ones Image Credit - Unsplash

Market Cap Exposure

[{"selector":"#anim-b9490c25-ec7d-4297-b3c3-81f9122688db","keyframes":{"opacity":[0,1]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-9e8ad65d-0824-4726-b4f0-caba08f66a09","keyframes":{"transform":["rotate(-120deg) translate3d(0px, -59.64385%, 0) rotate(120deg)","rotate(-120deg) translate3d(0px, 0px, 0) rotate(120deg)"]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-f4e6ee77-b0ab-4f45-b0ac-7c5c1f97411a","keyframes":[{"transform":"scale(1)","offset":0},{"transform":"scale(1.5)","offset":0.33},{"transform":"scale(0.95)","offset":0.66},{"transform":"scale(1)","offset":1}],"delay":0,"duration":1450,"easing":"ease-in-out","fill":"both","iterations":1}] Brush Stroke Large Cap Mid Cap - 22.98% Small Cap 72.46%

Investment Strategy

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Scheme Performance

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Investment Strategy

[{"selector":"#anim-56f413c3-65c8-49b7-8355-0d09878671ea","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-31100e69-5e92-4876-9128-06511033fab2","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Cheaper companies deliver superior stock returns than expensive ones Image Credit - Unsplash

SIP Performance

Thick Brush Stroke upto 1 year - 1% Scribbled Arrow As on 30 Sep. 2022 1 Year 3 Year 5 Year 13,044 58,376 1,10,350 19.68% 35.97% 25.39% Monthly SIP of 1,000

Investment Strategy

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Mutual Fund

Union Small Cap Fund

Category

Inception

Benchmark

AUM - 1,026 Cr

Fund Manager

Vinay Paharia & Hardick Bora