Union Equity Savings Fund Regular - Growth

Hybrid Equity Savings

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

5 Yrs CAGR returns

NA

NAV as on 25 Nov

₹ 10.5 by 0.04 ( -0.10%)

Expense ratio

2.00

Fund Size (Cr)

₹ 265.63


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Performance Graph*
Returns Calculator
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If ₹5000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

investment objective

The scheme seek capital appreciation and/or to generate consistent returns by actively investing in a combination of diversified equity and equity related instruments, arbitrage and derivative strategies and exposure in debt and money market instruments.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

riskometer
Top Holdings
Top 10 Sectors %
Financial 47.76
Technology 7.98
Energy 7.87
FMCG 6.93
Construction 5.77
Others 4.73
Engineering 4.54
Health Care 3.5
Automobile 2.87
Metals 2.79
Top 10 Sectors %
Banking 13.55
Banking 5.52
Housing Finance 5.01
Crude Oil & Natural Gas 4.87
DFIs 4.59
SIDCs/SFCs 4.47
Housing Finance 4.46
Computer Software 4.09
Power Projects 3.88
Computer Software 2.8
Fund house details
Fund House
Fund Manager Hardick Bora
Fund Setup Date 19 Jul 2018
Address Unit 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East)
Contact 022-67483300/ 18002002268
Email ID investorcare@unionmf.com