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EQUITY•FLEXI CAP FUND

Union Flexicap Fund

3 Year return

13.15%
NAV on June 18, 2026
56.92
1D Returns
+0.38%
Launched on January 2013(13 years)

Investment Details

₹500
Minimum SIP Amount
₹1000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
23.11%₹832
Total Value ₹4,432

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹2,294.07 Cr.
Expense Ratio
0.99% (inclusive of GST)
Exit Load
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.

Ratings

ARQ Rating
3

Ratings by other agencies

Value Research
4
Crisil
4
Morning Star
4

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Union Mutual Fund Manager

SB

Sanjay Bembalkar

Fund Manager since Jan 2023

VM

Vinod Malviya

Fund Manager since Nov 2024

Fund House Details

Union Mutual Fund

Union Mutual Fund

Asset management company

AUM
₹26,633.39 Cr.
No. of Schemes
94
Setup Date
23rd March 2011

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Bank of India Flexi Cap Fund22.1203%
0
HDFC Flexi Cap Fund17.8469%
4.5
JM Flexicap Fund17.3617%
2.5

Schemes by Union Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
Union Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Union Aggressive Hybrid Fund Direct Plan IDCW Payout
11.9008%
Union Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Union Aggressive Hybrid Fund Direct Plan Growth
11.8809%
Union Mutual Fund logo

Equity . Sectoral / Thematic

Union Active Momentum Fund Direct Plan Growth
0%
Union Mutual Fund logo

Equity . Sectoral / Thematic

Union Active Momentum Fund Direct Plan IDCW Payout
0%
Union Mutual Fund logo

Equity . Sectoral / Thematic

Union Active Momentum Fund Direct Plan IDCW Reinvestment
0%

About Union Flexi Cap Fund Direct Plan Growth

Union Flexi Cap Fund Direct Plan Growth is a dynamic equity scheme that is open-ended in nature and invests across small-cap, mid-cap, and large-cap stocks. This flexi cap scheme is from the Union Mutual Fund. A flexi-cap fund may offer the fund manager more investing options and diversification options. Contrary to other funds, flexi-cap funds are not restricted by the size of a corporation. Any company, regardless of size, may be invested in via a flexi-cap fund. The scheme is benchmarked against the S&P BSE 500 Total Return Index.

Investment Objective of The Scheme

Union Flexi Cap Fund Direct Plan Growth has the investment goal of achieving long-term capital growth by making substantial investments in a portfolio that consists of equities and equity-linked securities across market capitalisation. The scheme has an investment team that focuses on an active strategy and manages the fund assets. It uses a combination of top-down and bottom-up approaches for its investments.

Key Features of The Fund

5-year return
12.6332%
Expense Ratio
0.99%
Fund Manager
Sanjay Bembalkar
Fund Size
₹2294.07 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

If you are looking for a regular source of income via investment, and have a very high-risk tolerance level, you could consider investing in the Union Flexi Cap Fund Direct Plan Growth. Note that you need to have an investment horizon of at least three years (or more) to be able to predict your returns better and minimise the associated downside risk of the scheme.

AMC Contact Details

NameUnion Mutual Fund
Launch Date23rd March 2011
AddressUnit 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East), Mumbai - 400059
Contact(022) 6748 3300
Emailinvestorcare@unionmf.com
Websitehttps://www.unionmf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Enhance the Creation of Long-Term Wealth With SIPs

SIPs are an effective strategy for building long-term wealth. SIPs leverage the power of compounding by continuously making small, regular investments at regular periods, which lets your money increase substantially over time. This tactic works especially well for reaching financial goals in the long run. With the help of mutual fund SIP calculator, you can efficiently plan your SIP investments and estimate possible returns.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Union Flexicap Fund on June 18, 2026, is ₹56.92
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Union Flexicap Fund, is ₹2294.07 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Union Flexicap Fund is 0.99%
The Union Flexicap Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Union Flexicap Fund is ₹500.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,432 in 3Y at 13.1453% returns
SIP Date1st of every month

Your next SIP Payment will be on 19 July 2026

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