Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Union Consumption
  • Opening:
    1st December 2025
  • Closing:
    15th December 2025
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic - Consumption
  • Minimum Investment:
    Rs. 1,000/- and in multiples of INR 1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV,if redeemed or switched out on or before completion of 1 year from the date of allotment of units.
  • Thereafter:
    Nil

Fund Stats

Objective

The investment objective of the scheme is to generate long-term capital appreciation by investing in companies those are engaged in consumption and consumption related sector or allied sectors. These companies are expected to directly or indirectly benefit from changing consumer aspirations, changing lifestyle and overall growth in consumption led demand.

  • Benchmark:

  • NIFTY CONSUMPTION

  • Fund Manager:

  • Vinod Malviya , Sanjay Bembalkar

Asset Allocation

80%-100% Equity
upto 20% Debt and Money Market
Comparable existing schemes
Sundaram Consumption 0.14(1Y) 15.27(3Y)
Nippon India Consumption 0.24(1Y) 14.71(3Y)

Fund Prognosis

Idea Distiller

A common enough idea that’s gained traction in recent times. Higher disposable leads to higher consumption is the implied statement here.

  • Fund House AAUM:

  • 2379875.98(in Lakhs) as on 30th Sep,2025

  • Fund Manager:

  • Combined Experience of over and above 17 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

An easy enough segment with enough choices but a lot of competition too.