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Union Mutual Fund

Union Diversified Equity All Cap Active FOF

Union Mutual Fund · Direct plan · Growth

NAV
₹10.94
▲ 1.7% · 18 Sept 2026
Fund size
₹205 Cr
Expense ratio
0.43%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹10.83 and has returned – over a year.

Returns, and where it stands

Against the average fund of funds (domestic), and its place among them. Anything longer than a year is a yearly rate.

This fund does not have enough NAV history yet to show returns.

Every period, and the Regular plan →
PeriodDirectRegular
1 month-1.3%-1.3%
3 months4.3%4%
6 months15.9%15.4%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2025.

Plan

NAV history

▲ 10.78% in the last 1Y

8.9210.011.124 Sept 202524 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹60,000
Gain
₹5,105
XIRR (per year)
16.14%
Value today
₹65,105

12 monthly instalments from 24 Sept 2025, valued at the latest NAV. Past returns do not guarantee future returns.

Fund details

Minimum lumpsum
₹1,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
22 Sept 2025
Expense ratio
0.43%
as of 31 Jul 2026

Managed by Pratik Dharmshi, Gaurav Chopra

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Union Diversified Equity All Cap Active FOF against other funds in the Fund of Funds (Domestic) category
Fund1Y3Y5YExpenseFund size
Mirae Asset NYSE FANG + ETF Fund of Fund47.06%56.83%35.52%0.58%₹2,707 Cr
Mirae Asset S&P 500 Top 50 ETF Fund of Fund83.92%55.54%0.56%₹847 Cr
Kotak Silver ETF Fund of Fund82.92%46.35%0.63%₹1,004 Cr
UTI Silver ETF Fund of Fund80.47%46.29%0.13%₹655 Cr
Axis Silver Fund of Fund80.98%46.28%0.09%₹1,281 Cr
ICICI Prudential Silver ETF FOF80.56%46.15%0.54%₹6,514 Cr
Union Diversified Equity All Cap Active FOF0.43%₹205 Cr

About Union Diversified Equity All Cap Active FOF

Union Diversified Equity All Cap Active FOF is a fund of funds (domestic) managed by Union Mutual Fund. Fund of funds that invest in other Indian mutual funds or ETFs, such as gold or silver ETFs.

The objective of the Scheme is 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. However, there is no assurance that the investment objective of the Scheme will be achieved.

The scheme's stated objective, as published by Union Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth Option₹10.9374153824
DirectIDCW Option₹10.9374153825
RegularGrowth Option₹10.833153822
RegularIDCW Option₹10.833153823

Frequently asked questions

What is the NAV of Union Diversified Equity All Cap Active FOF today?

The NAV of Union Diversified Equity All Cap Active FOF (Direct plan, Growth) is ₹10.9374 and the Regular plan NAV is ₹10.833, as of 18 Sept 2026.

What returns has Union Diversified Equity All Cap Active FOF given?

Over the last year the Direct plan returned –. Past returns do not guarantee future returns.

What is the expense ratio of Union Diversified Equity All Cap Active FOF?

The Direct plan charges 0.43% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Union Diversified Equity All Cap Active FOF?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹1,000 or more.

How much has Union Diversified Equity All Cap Active FOF fallen in the past?

Its deepest fall was 12.1% from 3 Nov 2025 to 23 Mar 2026.

Which category does Union Diversified Equity All Cap Active FOF belong to?

It is a Fund of Funds (Domestic) from Union Mutual Fund. Fund of funds that invest in other Indian mutual funds or ETFs, such as gold or silver ETFs.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Union Diversified Equity All Cap Active FOF taxed?

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.