Union Equity Savings Fund Dir Gr

hybrid

RETURNS (5 YEARS) 8.78%
RETURNS (5 YEARS) 8.78%
NAV ₹15.91
Sub-Type equity savings
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-0.31%
3M
2.59%
6M
6.87%
1Y
15.92%
3Y
8.14%
5Y
8.78%

Fund Essentials

  • 06 Jan 2018

    Fund Started

  • ₹141.55 Cr

    AUM Fund Size

  • 1.76%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Low to Moderate

    Fund Risk

  • 1.0% if redeemed within 0-15 days

    0% if redeemed after 15 days

    Exit Load

Top 10 Holdings

  • 7.94%
  • 4.24%
  • 4.0%
  • 4.0%
  • 3.99%
  • 3.96%
  • 3.37%
  • 2.35%
  • 2.29%
  • 2.28%
  • Parijat Agrawal

    Manager

  • Hardick Bora

    Manager

  • Sanjay Bembalkar

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹1000
Risk-o-meter
Low to Moderate