ConsumptionAvoid

Union Consumption

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

Data updated 03 Sept 2026

Trailing returns

vs Nifty 500 (index-fund proxy)

1 Year

—

3 Years

—

5 Years

—

Since launch

-0.6%

last entry = YTD

2026

-0.9%+1.1% 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 size333.27 Cr · 10th percentile in category

Expense ratio1.53% · 18th percentile in category

top 5 = 29.1% of portfolio

1.Bharti Airtel LtdTechnology7.46%

2.Maruti Suzuki India LtdConsumer Discretionary6.07%

3.Zomato LtdTechnology5.85%

4.Mahindra & Mahindra LtdConsumer Discretionary5.73%

5.Trent LtdConsumer Discretionary3.95%

43 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.