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Union Mutual Fund · Equity: Thematic-Consumption
Union Consumption Fund - Regular Plan - Growth Option
The investment objective of the scheme is to generate long-term capital appreciation by investing in companies those are engaged in consumption and consumption related sector or allied sectors. These companies are expected to directly or indirectly benefit from changing consumer aspirations, changing lifestyle and overall growth in consumption led demand.However, there is no assurance that the investment objective of the Scheme will be achieved.
EQUITYBenchmark · NIFTY India Consumption TRITER · 2.41%Inception · 01-12-2025
NAV
₹9.13
+1.20% · as of 14-05-2026
Since inception
-8.70%
CAGR
Benchmark (inception)
13.99%
CAGR
Fund size
₹3 Cr
AUM
Expense ratio
2.41%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +-8.70% CAGR vs benchmark +13.99%.
Portfolio
Where the money is invested
Top holdings
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-7.26%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.56.20%
MARUTI SUZUKI INDIA LIMITED EQ5.48%
TITAN COMPANY LIMITED EQ NEW Re.1/-4.61%
ZOMATO LIMITED EQ4.60%
TATA CONSUMER PRODUCTS LIMITED EQ NEW F.V. RE.1/-4.05%
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 13.50%
TREPS3.40%
LG Electronics India Limited3.16%
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 13.09%
Sector allocation
Fast Moving Consumer Goods21.37%
Automobile and Auto Components21.10%
Consumer Services17.43%
Consumer Durables11.80%
Telecommunication7.26%
Financial Services5.93%
Healthcare3.46%
Capital Goods2.80%
Realty1.74%
Chemicals1.23%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -8.7% p.a.₹10,000
10 years
Projected value
₹7,97,451
Invested: ₹12,00,000
Gained: -₹4,02,549
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
V
Vinod Malviya, Sanjay Bembalkar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
154022
ISIN (Growth)
INF582M01MD2
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Consumption funds
Kotak Consumption Fund Reg Gr
₹13.34
1Y
+3.0%
3Y
+0.0%
5Y
+0.0%
Tata India Consumer Reg Gr
₹44.02
1Y
+2.5%
3Y
+16.1%
5Y
+15.3%
HSBC Consumption Fund Reg Gr
₹14.01
1Y
+1.6%
3Y
+0.0%
5Y
+0.0%
BOI Consumption Fund Reg Gr
₹10.42
1Y
+1.5%
3Y
+0.0%
5Y
+0.0%
WhiteOak Capital Consumption Opportunities Fund Reg Plan Gr
₹9.60
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
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