Union Diversified Equity All Cap Active FoF - Regular Plan

Name: Union Diversified Equity All Cap Active FoF - Regular Plan
Brand: Union Mutual Fund

Fund Card

Value Research Rating

Unrated

Our Opinion

Riskometer

Very High

₹9.3901 1.40%

As on 18-Mar-2026

Returns

Calculate SIP Returns of Union Diversified Equity All Cap Active FoF - Regular Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

More Details about Returns

Risk

This fund has Very High risk.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

As per SEBI's Riskometer.

More Details about Risk

Portfolio of Union Diversified Equity All Cap Active FoF - Regular Plan

Asset Allocation

Market Cap Weightage

We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.

Portfolio Breakdown

Peer Comparison

Fund name	Rating	Risk		Expense Ratio (%)
Union Diversified Equity All Cap Active FoF - Regular Plan	Unrated	Very High	loading...	1.48
HDFC Diversified Equity All Cap Active FoF - Regular Plan Invest Online	Unrated	Very High	loading...	1.28
Kotak Nifty Alpha 50 ETF Invest Online	Unrated	Very High	loading...	0.30
Motilal Oswal Nifty 500 Index Fund - Regular Plan Invest Online		Very High	loading...	0.94
Nippon India Nifty 500 Momentum 50 Index Fund - Regular Plan Invest Online	Unrated	Very High	loading...	0.88

Detailed Comparison

Other details of Union Diversified Equity All Cap Active FoF - Regular Plan

Assets

₹188 Cr

Exit Load (Days)

1.00 (365)

Min. Investment (₹)

1,000

Min. Withdrawal (₹)

1,000

Min. SIP Investment (₹)

500

Min. No of Cheques

More Details

About Union Diversified Equity All Cap Active FoF - Regular Plan

Union Diversified Equity All Cap Active FoF - Regular Plan is a equity mutual fund scheme of Union Mutual Fund. Launched on September 22, 2025, it is currently managed by Pratik Dharmshi and Gaurav Chopra. The fund has an expense ratio of 1.48% with an overall AUM (Assets Under Management) of ₹188 Cr.

Union Diversified Equity All Cap Active FoF - Regular Plan is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Being a fund of funds, it invests its assets in a set of mutual fund schemes instead of the underlying securities directly. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.

Investment Strategy

The scheme seeks to provide capital appreciation over long term by predominantly investing in Equity Funds which are based on varied market caps and in accordance with the asset allocation of the FoF.

Suitability

Flexi-cap funds are suitable for investors:

Seeking exposure in a diversified set of stocks for high returns
Aiming for long-term wealth creation
With a 5+ year investment horizon
Who are at ease with the market's ups and downs

Note:

Invest only through SIP
Being a FoF, the fund invests in a set of mutual fund schemes instead of the underlying securities directly

Capital Gains Taxation

The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.

If the mutual fund units are sold after 2 years from the date of investment, gains are taxed at the rate of 12.5%.
If the mutual fund units are sold within 2 years from the date of investment, entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
No tax is to be paid as long as you continue to hold the units.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

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FAQ for Union Diversified Equity All Cap Active FoF - Regular Plan

How to Invest in Union Diversified Equity All Cap Active FoF - Regular Plan?

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Union Diversified Equity All Cap Active FoF - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Union Diversified Equity All Cap Active FoF - Regular Plan can be bought from the Union Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

What is the current NAV of Union Diversified Equity All Cap Active FoF - Regular Plan Today?

The latest declared NAV of Union Diversified Equity All Cap Active FoF - Regular Plan, is ₹9.3901 as of 19-Mar-2026.

What are the top holdings of Union Diversified Equity All Cap Active FoF - Regular Plan?

Company	Percentage of Portfolio
Union Multicap Direct-G	55.90
Union Small Cap Direct-G	14.92
Union Midcap Direct-G	12.19
Union Large & Midcap Direct-G	10.08
Union Largecap Direct-G	5.05

What is the return of Union Diversified Equity All Cap Active FoF - Regular Plan in the last 5 years?

Over the past five years, Union Diversified Equity All Cap Active FoF - Regular Plan has delivered an annualised return of --% as of 19-Mar-2026.

What is the minimum investment required in Union Diversified Equity All Cap Active FoF - Regular Plan?

The minimum investment required to start investing in Union Diversified Equity All Cap Active FoF - Regular Plan is ₹1,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.