Union Asset Management Company Pvt. Ltd.

Union Equity Savings Fund - Regular Plan - Growth Option

HybridEquity Savings Fund
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return7.2%
  • 3 yr return9.5%
  • 5 yr return-
  • Expense Ratio1.9%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees127.9
  • NAVRupees13.8

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
Preparing graph...

Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

Write a Review

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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Similar Funds

Riskometer

Top Holdings

  • Companies %
  • Union Liquid Fund - Growth - Direct 6.5
  • TREPS 6.3
  • HDFC Bank Ltd. 5.7
  • ICICI Bank Ltd. 4.2
  • Reliance Industries Ltd. 3.9
  • Small Industries Development Bank of India 3.9
  • REC Ltd. 3.9
  • National Bank for Agriculture and Rural Development 3.8
  • Sun Pharmaceutical Industries Ltd. 2.9
  • Kotak Mahindra Bank Ltd. 2.8
  • Bharti Airtel Ltd. 2.6
  • Sectors %
  • Banks24.6
  • Finance7.8
  • Cash/Deposits/Margins/Treps/Repo/Swaps7.3
  • Mutual Fund6.5
  • Internet and Technology6

Fund House