Union Consumption Fund Regular-Growth
Equity, Thematic-Consumption, Principal at very high risk
1 Year Return 0.0% at 30 Oct 2026 02:19 PM
Union Consumption Fund Regular-Growth: Mutual Fund Overview
Union Consumption Fund Regular-Growth is an Thematic-Consumption mutual fund with over 0.85 years of performance history. The scheme manages an AUM of ₹314.46 Cr and has a NAV of ₹9.51. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 0.0%.
Fund Details
NAV 9.51
Sub-Type Thematic-Consumption
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 0.85
Fund Size(in Crores) 314.46
Fund Performance
1 Month 0.74%
3 Month -2.36%
6 Month 3.14%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 30 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.69%) Market Cap Large Cap 52.26 Small Cap 22.61 Mid Cap 23.82 Top Sectors Consumer Staples 23.11 Services 21.99 Automobile 16.06 Consumer Discretionary 11.39 Communication 7.05 Financial 3.99 Healthcare 2.9 Materials 2.78 Construction 2.37 Chemicals 2.03 Technology 1.97 Textiles 1.63 Capital Goods 0.92 Insurance 0.5 Top Holding DOMS Industries 1.12 Ather Energy 2.7 HDFC Life Insurance 0.5 CarTrade Tech 1.49 Nestle India 0.37 Prestige Estates Projects 0.33 Kei Industries 0.5 Zydus Wellness 2.83 Nippon Life India Asset Management 1.62 The Phoenix Mills 2.04 Arvind Fashions 1.63 FSN E-Commerce Ventures 2.85 ICICI Bank 2.37 Shiprocket 1.97 Metro Brands 1.45 Hyundai Motor 0.84 Lenskart Solutions 1.59 Greenply Industries 1.12 Varun Beverages 3.79 One 97 Comm 2.6 Berger Paints India 1.66 Honasa Consumer 2.67 LG Electronics India 2.94 Tata Consumer Products 2.34 Blue Star 1.59 Eternal 7.22 Dixon Technologies (India) 0.42 Meesho 1.45 Radico Khaitan 3.3 Maruti Suzuki India 4.78 Pidilite Industries 2.03 Interglobe Aviation 1.21 ZF Commercial 0.82 Sky Gold And Diamonds 0.19 ITC 1.42 CORONA Remedies 0.75 Trent 3.65 Bharti Airtel 7.05 Shadowfax Technologies 1.52 Titan Company 3.63 TVS Motor Company 1.65 Dr. Lal Pathlabs 2.15 Mahindra & Mahindra 5.27 Milky Mist Dairy Food 0.81 Marico 2.51 Hindustan Unilever 1.95
Debt & Others (1.31%) Sector Allocation Repo 1.6 Treasury Bills 0.08 Net Payables -0.37 Debt Credit Ratings Debt Category Reserve Bank of India 0.08 Others 1.23
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-Growth Ret 1M -1.65% Ret 1Y -12.9% Ret 3Y 6.79% Ret 5Y 6.99%
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Ret 1M -1.65% Ret 1Y -12.9% Ret 3Y 6.79% Ret 5Y 6.99%
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Reinvestment Ret 1M -1.65% Ret 1Y -12.9% Ret 3Y 6.79% Ret 5Y 6.99%
Equity, Flexi Cap funds Axis Consumption Fund Regular-Growth Ret 1M -0.34% Ret 1Y -11.6% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Payout Ret 1M -0.34% Ret 1Y -11.6% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Reinvestment Ret 1M -0.34% Ret 1Y -11.6% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-Growth Ret 1M -0.92% Ret 1Y -11.12% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Payout Ret 1M -0.92% Ret 1Y -11.12% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Reinvestment Ret 1M -0.92% Ret 1Y -11.12% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Consumption Fund Regular-Growth Ret 1M -1.49% Ret 1Y -7.12% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Consumption Fund Regular-IDCW Payout Ret 1M -1.49% Ret 1Y -7.12% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.69%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Vinod Malviya
Education Mr. Malviya has done Bachelors of Management Studies, Masters in Financial Management and CFA (Level-III cleared)
Experience Prior to joining Union Mutual Fund, he was associated with Florintree Advisors Pvt. Ltd., East India Securities Ltd. and Amit Nalin Securities Pvt. Ltd.
Sanjay Bembalkar
Education Mr. Bembalkar has done B.Com, M.Sc. (Accounting and Finance), ACA, CFA Charterholder.
Experience Prior to joining Union Mutual Fund, he has worked with Canara Robeco Asset Management Company Ltd, LIC Mutual Fund, Quantum Advisors Pvt. Ltd and Autonomous Research LLP
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 7
Date of Incorporation 2025-12-22
Total AUM 25477.53
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Union Consumption Fund Regular-Growth FAQs
How to invest in Union Consumption Fund Regular-Growth?
Investing in Union Consumption Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Union Consumption Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Union Consumption Fund Regular-Growth?
The term expense ratio for Union Consumption Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Union Consumption Fund Regular-Growth is 2.69% as of 30 Oct 2026.
What is the NAV of Union Consumption Fund Regular-Growth?
The NAV of Union Consumption Fund Regular-Growth is ₹9.51 as of 30 Oct 2026.
What is the AUM of Union Consumption Fund Regular-Growth?
The AUM (Assets Under Management) of Union Consumption Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Union Consumption Fund Regular-Growth is ₹314.46 Cr as of 30 Oct 2026.
What is the PE and PB ratio of Union Consumption Fund Regular-Growth?
The PE ratio of Union Consumption Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Union Consumption Fund Regular-Growth?
Yes, you can invest in Union Consumption Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Union Consumption Fund Regular-Growth in the last 5 years?
The return of Union Consumption Fund Regular-Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in Union Consumption Fund Regular-Growth?
The minimum SIP investment in Union Consumption Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Union Consumption Fund Regular-Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of Union Consumption Fund Regular-Growth?
The NAV of Union Consumption Fund Regular-Growth, as of 30 Oct 2026, is ₹9.51.
Who manages the Union Consumption Fund Regular-Growth?
The fund managers responsible for Union Consumption Fund Regular-Growth are:
- Vinod Malviya
- Sanjay Bembalkar