VM
Vinod MalviyaLead
Since Dec 2025
AUM managed
₹7,780.12Cr
Tenure
Since Dec 2025
Funds
11
Union Consumption Reg Gr
Sector - ConsumptionUnion Mutual Fund
NAV
₹9.58
-2.04% today
AUM
₹333.27 Cr
Fund size
Expense
2.10%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹1,000
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNifty India Consumption TR INR (100%)
Number of holdings43
Inception22 Dec 2025
Exit load1.0
Risk metrics
Alpha0
Beta0
Sharpe ratio0
Standard deviation0.00%
Sortino ratio0
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About Union Consumption Reg Gr
Union Consumption Reg Gr is an open-ended Sector - Consumption mutual fund scheme offered by Union Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹9.58 per unit and the scheme manages ₹333.27 Cr in assets under management. The fund charges an expense ratio of 2.10% and is benchmarked against Nifty India Consumption TR INR (100%). SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
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.
Regular Plan · Growth option · NAV as of 15 Sept 2026
Union Consumption Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -4.01% | -3.81% |
| 3 months | +3.90% | +6.87% |
| 6 months | +12.57% | +8.84% |
| 1 year | 0.00% | -6.13% |
| 3 years | 0.00% | +9.02% |
| 5 years | 0.00% | +10.11% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | 0.00% | -0.19% |
| 3 months | +9.46% | +7.57% |
| 6 months | +6.99% | +5.65% |
| 1 year | 0.00% | -0.05% |
| 3 years | 0.00% | +39.20% |
| 5 years | 0.00% | +77.20% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Union Consumption Reg Gr — frequently asked questions
What is the NAV of Union Consumption Reg Gr?
The latest net asset value (NAV) of Union Consumption Reg Gr is ₹9.58 per unit, -2.04% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What is the expense ratio of Union Consumption Reg Gr?
Union Consumption Reg Gr charges an expense ratio of 2.10% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Union Consumption Reg Gr?
SEBI's riskometer classifies Union Consumption Reg Gr as Very High Risk, which is typical for a Sector - Consumption scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Union Consumption Reg Gr?
You can start a SIP in Union Consumption Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹1,000.
Who manages Union Consumption Reg Gr?
Union Consumption Reg Gr is managed by Union Mutual Fund, holds ₹333.27 Cr in assets under management and invests across 43 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Union Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sector - Consumption
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF582M01MD2
- Scheme code
- FS0000KH3T
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