NFO Monitor

Fund Facts

Name of Funds:

Union Consumption

Opening:

1st December 2025

Closing:

15th December 2025

Minimum Investment:

Rs. 1,000/- and in multiples of Rs. 1/- thereafter

Plan:

Direct and Regular

Options:

Growth and IDCW

Entry Load:

NIL

Exit Load:

1% of NAV,if redeemed or switched out on or before completion of 1 year from the date of allotment of units

Fund Stats

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.

Benchmark:

NIFTY CONSUMPTION

Fund Manager:

Vinod Malviya, Sanjay Bembalkar

Asset Allocation

80%-100% Equity upto 20% Debt and Money Market

Comparable Existing Scheme

Baroda BNP Paribas India Consumption

-2.03(1Y) 15.91(3Y)

Mirae Asset Great Consumer

0.36(1Y) 15.40(3Y)

Fund Prognosis

Idea Distiller:

The obvious choice for many new launches.

Fund House AAUM:

2379875.98 (in lakhs) as on 30th Sept,2025

Fund House AAUM:

Combined Experience of above 17 years

Scheme DNA

UniQness

Return

Risk

Operability

Oomph Factor

Competition is high. Differentiating options are few and far between.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

NFO Monitor

Fund Facts

Name of Funds:

Opening:

Closing:

Minimum Investment:

Plan:

Options:

Entry Load:

Exit Load:

Fund Stats

Objective:

Benchmark:

Fund Manager:

Asset Allocation

Comparable Existing Scheme

Baroda BNP Paribas India Consumption

Mirae Asset Great Consumer

Fund Prognosis

Idea Distiller:

Fund House AAUM:

Fund House AAUM:

Scheme DNA

UniQness

Return

Risk

Operability

Oomph Factor

Important Links

Fund

Snapshot

Company