Union Consumption Fund - Growth - Regular Plan

Other Plans and Options
  • 0.82 %Nav, as on 20-03-2026

  • Previous Nav

  • Net Change on 20-03-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Nifty India Consumption - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Aditya Birla Sun Life Consumption Fund-Growth Option Aug 05, 2005 -1.70 12.15 11.52 1.83 6,184.16
Mirae Asset Great Consumer Fund - Regular Plan - Growth option Mar 29, 2011 -2.01 12.94 12.98 1.85 4,472.86
ICICI Prudential Bharat Consumption Fund - Growth Option Apr 12, 2019 -1.94 12.97 13.04 2.01 3,092.63
SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH Jan 01, 2013 -7.62 10.06 13.87 1.99 2,969.84
Nippon India Consumption Fund-Growth Plan-Growth Option Sep 30, 2004 -5.10 11.61 13.70 1.97 2,512.37

Fund Holdings as on 28-February-2026

  • Bharti Airtel Ltd.

  • Mahindra & Mahindra Ltd.

  • Maruti Suzuki India Ltd.

  • TREPS

  • Titan Company Ltd.

  • Eternal Ltd.

  • Tata Consumer Products Ltd.

  • Britannia Industries Ltd.

  • Hindustan Unilever Ltd.

  • Eicher Motors Ltd.

  • TVS Motor Company Ltd.

  • LG Electronics India Ltd.

  • Hero MotoCorp Ltd.

  • Marico Ltd.

  • FSN E-Commerce Ventures Ltd.

  • The Phoenix Mills Ltd.

  • Vishal Mega Mart Ltd.

  • Metro Brands Ltd.

  • Doms Industries Ltd.

  • Max Healthcare Institute Ltd.

  • Blue Star Ltd.

  • Ather Energy Ltd.

  • Tata Motors Ltd.

  • KEI Industries Ltd.

  • SBI Life Insurance Co. Ltd.

  • Nippon Life India Asset Management Ltd.

  • The Indian Hotels Company Ltd.

  • One 97 Communications Ltd.

  • Zydus Wellness Ltd.

  • ITC Ltd.

  • ICICI Bank Ltd.

  • Kotak Mahindra Bank Ltd.

  • Indigo Paints Ltd.

  • Radico Khaitan Ltd.

  • Arvind Fashions Ltd.

  • Pidilite Industries Ltd.

  • Info Edge (India) Ltd.

  • Trent Ltd.

  • JSW Energy Ltd.

  • Delhivery Ltd.

  • Meesho Ltd.

  • Jubilant Foodworks Ltd.

  • CarTrade Tech Ltd.

  • Honasa Consumer Ltd.

  • Swiggy Ltd.

  • Lenskart Solutions Ltd.

  • V-Mart Retail Ltd.

  • Eureka Forbes Ltd.

  • Safari Industries (India) Ltd.

  • Net Receivable / Payable

View More

  • Automobiles - Passenger Cars

  • Automobile Two & Three Wheelers

  • e-Commerce

  • Telecommunication - Service Provider

  • Retailing

  • Consumer Food

  • Miscellaneous

  • Diamond & Jewellery

  • Tea/Coffee

  • Household & Personal Products

  • Consumer Durables - Domestic Appliances

  • Bank - Private

  • Edible Oil

  • Construction - Real Estate

  • Printing & Stationery

  • Hospital & Healthcare Services

  • Air Conditioners

  • Automobiles-Trucks/Lcv

  • Cable

  • Insurance

  • Finance - Asset Management

  • Hotel, Resort & Restaurants

  • Fintech

  • Cigarettes/Tobacco

  • Paints

  • Breweries & Distilleries

  • Chemicals

  • BPO/ITeS

  • Power Generation/Distribution

  • Logistics

  • Automobiles - Dealers & Distributors

  • Trading

  • Medical Equipment/Supplies/Accessories

View More

  • Cash

  • Equity

View More

About Union Consumption Fund

Scheme Analysis

Union Consumption Fund is a Equity - Sectoral Fund - Consumption fund and belongs to Union Mutual Fund. It was launched on 22-Dec-2025 and currently has an AUM of ₹320.47 crore. Union Consumption Fund is benchmarked against Nifty India Consumption - TRI as primary index.

The NAV of Union Consumption Fund ended up ₹0.07(0.82%)yesterday to ₹8.61.

Among its top 3 holdings the fund has exposure to Bharti Airtel Ltd., and

The Union Consumption Fund is managed by Sanjay Bembalkar and Vinod Malviya.

Fund House Contact

Unit 503, 5 Floor, Leela Business Park, Andheri Kurla Road, Andheri (East) Mumbai - 400059

022-6748 3300
022- 6748 3400/3401/3402