Hybrid | Equity Savings Fund
3Y Returns
8.27%
Min SIP
₹1000
Min Lumpsum
₹1000
Expense Ratio
1.77%
Fund Size
₹121 Cr
Inception Date
09-Aug-18
Fund Manager
Sanjay Bembalkar
Exit Load
1% on or before 15D, Nil after 15D.
Overall Fund Zi Tag
Asset Allocation
Equity
66.99%
Debt & Others
33.01%
Market Cap Allocation
Large Cap
56.32%
Mid Cap
6.62%
Small Cap
4.05%
Other Cap
33.01%
Investment Objective
To Seek Capital Appreciation And/Or To Generate Consistent Returns By Actively Investing In Acombination Of Diversified Equity And Equity Related Instruments, Arbitrage And Derivative Strategiesand Exposure In Debt And Money Market Instruments.
Fund House Detail
AMC Name
Union Asset Management Company Pvt. Ltd.
Scheme Document
http://unionmf.com/downloads/schemeinformationdoc.aspxAddress
Unit 503, 5 Floor, Leela Business Park,Andheri Kurla Road, Andheri (East)Mumbai - 400059
Union Equity Savings Fund Direct Plan - Growth
1Y
14.36%
3Y
8.27%
5Y
8.85%
Kotak Equity Savings Fund - Direct Plan - Growth
1Y
20.6%
3Y
13.16%
5Y
12.01%
Mahindra Manulife Equity Savings Fund - Direct - Growth
1Y
20.8%
3Y
12.15%
5Y
12.92%
Hdfc Equity Savings Fund - Direct Plan - Growth Option
1Y
18.47%
3Y
12.05%
5Y
11.38%
Uti Equity Savings Fund - Direct Growth Plan - Growth
1Y
18.14%
3Y
12%
5Y
11.48%
Mirae Asset Equity Savings Fund Direct Growth
1Y
17.71%
3Y
11.33%
5Y
12.83%
Edelweiss Equity Savings Fund - Direct Plan Growth
1Y
17.31%
3Y
11%
5Y
11.25%
Sbi Equity Savings Fund - Direct Plan-Growth
1Y
19.46%
3Y
10.96%
5Y
11.41%
Axis Equity Saver Fund Direct Growth
1Y
18.43%
3Y
10.83%
5Y
10.68%
Invesco India Equity Savings Fund - Direct Growth
1Y
21.98%
3Y
10.82%
5Y
10.48%
Tata Equity Savings Fund Direct Plan Growth
1Y
16.49%
3Y
10.25%
5Y
9.93%
Baroda Bnp Paribas Equity Savings Fund Direct Growth
1Y
16.69%
3Y
9.8%
5Y
NA
Dsp Equity Savings Fund - Dir - Growth
1Y
15.65%
3Y
9.77%
5Y
10.35%
Franklin India Equity Savings Fund - Direct Growth
1Y
13.7%
3Y
9.69%
5Y
9.58%
Nippon India Equity Savings Fund- Direct Plan-Growth
1Y
12.94%
3Y
9.64%
5Y
4.39%
Icici Prudential Equity Savings Fund Direct Plan Cumulative
1Y
11.13%
3Y
8.68%
5Y
8.66%
Aditya Birla Sun Life Equity Savings Fund - Growth Direct
1Y
13.18%
3Y
8.19%
5Y
9.41%
Bandhan Equity Savings Fund-Direct Plan-Growth
1Y
11.3%
3Y
8.18%
5Y
8.55%
Pgim India Equity Savings Fund - Direct Plan - Growth - Growth
1Y
9.52%
3Y
7.91%
5Y
8.32%
Lic Equity Savings Fund - Direct Plan - Growth
1Y
4.79%
3Y
5.25%
5Y
7.45%
Hsbc Equity Savings Fund Direct Plan - Growth
1Y
NA
3Y
4.06%
5Y
6.32%
Sundaram Equity Savings Fund - Direct Plan Growth
1Y
21.01%
3Y
NA
5Y
NA
BSE Member code: 58371
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