Union Consumption Fund - Growth - Regular Plan

Other Plans and Options
  • 0.73 %Nav, as on 10-02-2026

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  • Net Change on 10-02-2026

  • 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 7.12 15.23 13.61 1.82 6,141.19
ICICI Prudential Bharat Consumption Fund - Growth Option Apr 12, 2019 3.90 16.43 14.78 2.00 3,075.94
SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH Jan 01, 2013 -2.05 12.94 15.64 1.97 2,930.06
Tata India Consumer Fund-Regular Plan-Growth Dec 28, 2015 4.90 18.39 15.11 1.95 2,531.65
Nippon India Consumption Fund-Growth Plan-Growth Option Sep 30, 2004 2.34 15.62 16.05 1.94 2,520.75

Fund Holdings as on 31-January-2026

  • TREPS

  • Bharti Airtel Ltd.

  • Mahindra & Mahindra Ltd.

  • Maruti Suzuki India Ltd.

  • Eternal Ltd.

  • Titan Company Ltd.

  • Tata Consumer Products Ltd.

  • Hindustan Unilever Ltd.

  • Britannia Industries Ltd.

  • TVS Motor Company Ltd.

  • Hero MotoCorp Ltd.

  • Eicher Motors Ltd.

  • LG Electronics India Ltd.

  • Info Edge (India) Ltd.

  • Marico Ltd.

  • SBI Life Insurance Co. Ltd.

  • Tata Motors Ltd.

  • CarTrade Tech Ltd.

  • Vishal Mega Mart Ltd.

  • Arvind Fashions Ltd.

  • The Phoenix Mills Ltd.

  • Doms Industries Ltd.

  • Metro Brands Ltd.

  • FSN E-Commerce Ventures Ltd.

  • Blue Star Ltd.

  • Zydus Wellness Ltd.

  • JSW Energy Ltd.

  • Max Healthcare Institute Ltd.

  • The Indian Hotels Company Ltd.

  • Ather Energy Ltd.

  • One 97 Communications Ltd.

  • Indigo Paints Ltd.

  • ITC Ltd.

  • Radico Khaitan Ltd.

  • ICICI Bank Ltd.

  • Kotak Mahindra Bank Ltd.

  • Meesho Ltd.

  • Trent Ltd.

  • Jubilant Foodworks Ltd.

  • AFFLE 3I Ltd.

  • Eureka Forbes Ltd.

  • Swiggy Ltd.

  • V-Mart Retail Ltd.

  • Urban Company Ltd.

  • Bajaj Finance Ltd.

  • Safari Industries (India) Ltd.

  • Net Receivable / Payable

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  • Automobiles - Passenger Cars

  • Miscellaneous

  • Automobile Two & Three Wheelers

  • e-Commerce

  • Telecommunication - Service Provider

  • Retailing

  • Consumer Food

  • Diamond & Jewellery

  • Tea/Coffee

  • Household & Personal Products

  • BPO/ITeS

  • Consumer Durables - Domestic Appliances

  • Bank - Private

  • Edible Oil

  • Insurance

  • Automobiles-Trucks/Lcv

  • Automobiles - Dealers & Distributors

  • Construction - Real Estate

  • Printing & Stationery

  • Air Conditioners

  • Hospital & Healthcare Services

  • Power Generation/Distribution

  • Hotel, Resort & Restaurants

  • Fintech

  • Paints

  • Cigarettes/Tobacco

  • Breweries & Distilleries

  • Professional Services

  • Finance - NBFC

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  • Cash

  • Equity

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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 ₹321.74 crore. Union Consumption Fund is benchmarked against Nifty India Consumption - TRI as primary index.

The NAV of Union Consumption Fund ended up ₹0.07(0.73%)yesterday to ₹9.65.

Among its top 3 holdings the fund has exposure to TREPS, 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