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📝 Union Consumption Fund – NFO
Scheme Type: Open-ended equity scheme following the consumption theme

NFO Opening Date: 1 December 2025
NFO Closing Date: 15 December 2025
Plans & Options:

Regular Plan & Direct Plan

Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option

Minimum Investment: Rs 1,000 (lump sum) and multiples of Rs 1 thereafter

Minimum SIP Amount: Rs 100 - Daily Rs 500 - Monthly

Benchmark: Nifty India Consumption TRI

Exit Load: 1% if redeemed/switched out within 1 year of allotment

Lock-in Period: None

Fund Managers: Mr. Vinod Malviya & Mr. Sanjay Bembalkar

🌟 Why Invest in Union Consumption Fund?
Consumption Theme Advantage: India’s rising middle class, urbanization, and increasing disposable incomes drive long-term demand in FMCG, retail, autos, and discretionary spending.

Diversification: Exposure across large, mid, and small-cap stocks in consumption-driven sectors.

Growth Potential: Focus on both growth and bargain stocks, balancing momentum with value.

No Lock-in: Provides liquidity while allowing investors to ride the consumption growth story.

⏳ Investment Time Horizon
Recommended Horizon: 5+ years

Consumption is a structural theme; returns are best realized over the medium to long term.

Short-term volatility may occur, but long-term investors benefit from compounding and sectoral growth.

⚠️ Risks Associated
Very High Risk Category: As a thematic equity fund, it carries concentrated sector risk.

Market Volatility: Sensitive to consumer demand cycles, inflation, and macroeconomic factors.

Sector Concentration: Unlike diversified equity funds, exposure is limited to consumption-related businesses.

🌍 Universe & Strategy
Universe: Companies in consumer staples, discretionary, retail, autos, hospitality, and allied sectors.

Strategy:

Blend of growth stocks (leaders in consumption trends) and bargain stocks (undervalued opportunities)

Judicious mix of large, mid, and small caps

Well-diversified portfolio to mitigate concentration risk while staying true to the theme.

Disclaimers: MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.

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