ConsumptionAvoid

Union Consumption

Union · Direct–Growth · rank #25 of 25 by Smart Score

Data updated 18 Oct 2026

Trailing returns

vs Nifty 500 (index-fund proxy)

1 Year

—

3 Years

—

5 Years

—

Since launch

-3.2%

last entry = YTD

2026

-3.5%+2.5% vs index

Union Consumption scores 14/100 — #25 of 25 Consumption fund (Avoid). The main drag is its fund size (better than only 10% of peers).

Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.

Fund size314.47 Cr · 10th percentile in category

Expense ratio1.41% · 18th percentile in category

top 5 = 28.1% of portfolio

1.Zomato LtdTechnology7.22%

2.Bharti Airtel LtdTechnology7.05%

3.Mahindra & Mahindra LtdConsumer Discretionary5.27%

4.Maruti Suzuki India LtdConsumer Discretionary4.78%

5.Varun Beverages LtdConsumer Staples3.79%

46 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.