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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
₹9.64
+0.31% · as of 15-07-2026
Since inception
-3.60%
CAGR
Benchmark (inception)
14.01%
CAGR
Fund size
₹329 Cr
AUM
Expense ratio
2.41%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +-3.60% CAGR vs benchmark +14.01%.
Portfolio
Where the money is invested
Top holdings
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-7.33%
MARUTI SUZUKI INDIA LIMITED EQ6.55%
ZOMATO LIMITED EQ5.13%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.54.76%
Varun Beverages Ltd4.55%
TRENT LIMITED EQ NEW FV Re. 1/-3.86%
TITAN COMPANY LIMITED EQ NEW Re.1/-3.81%
TATA CONSUMER PRODUCTS LIMITED EQ NEW F.V. RE.1/-3.76%
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 13.68%
RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-3.22%
Sector allocation
Fast Moving Consumer Goods27.60%
Consumer Services19.03%
Automobile and Auto Components15.36%
Consumer Durables12.50%
Telecommunication7.33%
Financial Services4.75%
Healthcare2.34%
Chemicals2.05%
Power2.04%
Realty1.87%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -3.6% p.a.₹10,000
10 years
Projected value
₹10,05,977
Invested: ₹12,00,000
Gained: -₹1,94,023
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
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