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
₹37.70
0.94%
NAV as on 05 May 25, 12:00 AM
very high risk
small cap
equity
NAV as on 05 May 25, 12:00 AM
very high risk
small cap
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
16.76%p.a.
Since Inception
About Union Small Cap Fund Reinvestment of Income Distribution cum capital withdrawal for NRIs
NRIs can achieve long-term capital appreciation by investing in the Union Small Cap Fund Reinvestment of Income Distribution cum capital withdrawal scheme from Union Asset Management Company Pvt. Ltd. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Jun 2014, Union Small Cap Fund Reinvestment of Income Distribution cum capital withdrawal is Small-Cap fund of its category with 5,842.2 Cr fund under management as on May 2025. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.
- Union Small Cap Fund Reinvestment of Income Distribution cum capital withdrawal delivered 0.0% annual returns during the last year. It has delivered 16.8% average annual returns since the fund was launched.
- Union Small Cap Fund Reinvestment of Income Distribution cum capital withdrawal scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities, predominantly of small cap companies.
Top 10 Holdings
Garware Hi-Tech Films Ltd
2.86%
SJS Enterprises Ltd
2.41%
Kirloskar Pneumatic Co Ltd
2.23%
Blue Star Ltd
2.17%
CarTrade Tech Ltd
1.92%
Gokaldas Exports Ltd
1.85%
KEI Industries Ltd
1.81%
Quess Corp Ltd
1.80%
Kaynes Technology India Ltd
1.80%
Multi Commodity Exchange of India Ltd
1.77%
Fund Managers
- Pratik Dharmshi (Dec 2024 - Present)
- Gaurav Chopra (Nov 2024 - Present)
Key Information
View Scheme Document
Union Small Cap Fund Reinvestment of Income Distribution cum capital withdrawal SIP Calculator
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NRI Mutual Fund Tax on Union Small Cap Fund Reinvestment of Income Distribution cum capital withdrawal
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 Small Cap Fund Reinvestment of Income Distribution cum capital withdrawal?
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 Small Cap Fund Reinvestment of Income Distribution cum capital withdrawal
- 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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