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EquityMulti Cap FundDirect · Growth

Union Multicap Fund - Direct Plan - Growth Option

Union · Scheme 150858

18.60 0.16%NAV · 2026-09-18
73
Strong FundScore
Start SIP
AUM
₹1,467 cr
Expense ratio
1.44%
3Y CAGR
17.3%
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 Multicap 50:25:25 TRI
Fund manager: Vinay PahariaExit load: Exit load of 1%, if redeemed within 15 days
Strong · 73/100

A high-quality fund that scores well on the factors that matter.

🎯 A dependable core holding for long-term SIP investors.

📈 Why it could do well

  • Compounding well recently — 17.3% CAGR over 3 years.
  • Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • Protects capital well — worst-ever fall was only 20%.
  • 3Y CAGR: +17.3%
  • 1Y return: +13.9%
  • Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • No major red flags on our data — but all mutual funds carry market risk.

FundScore breakdown

73/100 · Strong
How it works →
78
Returns
Strong
81
Consistency
Excellent
64
Risk-adjusted
Decent
76
Downside protection
Strong
60
Cost efficiency
Decent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.