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Union Multicap Fund - Direct Plan - IDCW

  • Regular
  • Direct
Category : Multi Cap Fund
Fund House : Union Mutual Fund

Scheme Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in equity and equity related instruments of large, mid and small cap companies.

Scheme Details

  • Fund manager(s)Sanjay Bembalkar , Harshad Patwardhan
  • Launch date – 19-Dec-2022
  • Expense ratio – 0.9% as declared on 30-Sep-2025 (category average is 0.63%)
  • Benchmark - NIFTY 500 Multicap 50:25:25 Total Return Index
  • Min SIP amount - ₹
  • Min investment amount (one time- first time) - ₹
  • Min investment amount (addtional purchase) - ₹
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Union Multicap Fund - Direct Plan - IDCW charges 1.0% of sell value; if fund sold before 15 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

Union Asset Management Company Private Limited
Unit No. 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East) Mumbai - 400059
Tel no.: 022-67483300
Fax no.: 022-67483401
Website.: https://www.unionmf.com

Forum

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