myplexus

NFO Monitor

Fund Fact

Name of Funds:

Union Consumption

Opening:

1st December 2025

Closing:

15th December 2025

Minimum Investment:

Rs. 1,000/- and in multiples of INR 1/- thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV,if redeemed or switched out on or before completion of 1 year from the date of allotment of units.

Fund Stats

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.

Benchmark:

NIFTY CONSUMPTION

Fund Manager:

Vinod Malviya , Sanjay Bembalkar

Asset Allocation

80%-100% Equity upto 20% Debt and Money Market

upto 10% Others NIL NIL

Comparable existing schemes

Sundaram Consumption	0.14(1Y)	15.27(3Y)
Nippon India Consumption	0.24(1Y)	14.71(3Y)

Fund Prognosis

Idea Distiller

A common enough idea that’s gained traction in recent times. Higher disposable leads to higher consumption is the implied statement here.

Fund House AAUM:
2379875.98(in Lakhs) as on 30th Sep,2025
Fund Manager:
Combined Experience of over and above 17 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

An easy enough segment with enough choices but a lot of competition too.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity of ARN: 14th May 2025 to 23rd May 2028