NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹9.78
-0.52%
NAV as on 05 Feb 26, 12:00 AM
very high risk
flexi cap
equity
NAV as on 05 Feb 26, 12:00 AM
very high risk
flexi cap
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
-2.17%p.a.
Since Inception
About Union Diversified Equity All Cap Active FoF - Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Union Diversified Equity All Cap Active FoF - Growth scheme from Union Asset Management Company Pvt. Ltd. It is a Flexi Cap mutual fund scheme that predominantly invests in Flexi Cap stocks of companies. Launched on Sep 2025, Union Diversified Equity All Cap Active FoF - Growth is Flexi Cap fund of its category with 197.84 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Flexi Cap funds.
- Union Diversified Equity All Cap Active FoF - Growth delivered 0.0% annual returns during the last year. It has delivered -2.2% average annual returns since the fund was launched.
- Union Diversified Equity All Cap Active FoF - Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The scheme seeks to provide capital appreciation over long term by predominantly investing in Equity Funds which are based on varied market caps and in accordance with the asset allocation of the FoF.
Top 8 Holdings
Union Small and Midcap Fund Direct-Growth
14.53%
Repo
2.99%
Net Payables
-0.17%
Union Largecap Fund Direct - Growth
5.05%
Union Large & Midcap Fund Direct - Growth
10.03%
Union Midcap Fund Direct - Growth
12.04%
Union Multicap Fund Direct - Growth
55.53%
Net Receivables
0.13%
Fund Managers
- Pratik Dharmshi (Sep 2025 - Present)
- Gaurav Chopra (Sep 2025 - Present)
Key Information
View Scheme Document
Union Diversified Equity All Cap Active FoF - Growth SIP Calculator
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NRI Mutual Fund Tax on Union Diversified Equity All Cap Active FoF - Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Union Diversified Equity All Cap Active FoF - Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Union Diversified Equity All Cap Active FoF - Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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