Union Asset Management Company Pvt. Ltd.

Union Focused Fund - Regular Plan - Growth Option

EquityFocused
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return11.9%
  • 3 yr return23.9%
  • 5 yr return-
  • Expense Ratio2.49%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees326.7
  • NAVRupees18.3

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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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

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Investment Objective

The Investment Objective Of The Scheme Is To Seek To Generate Capital Appreciation By Investing In Aportfolio Of Select Equity And Equity Linked Securities Across Market Caps.

Tax Implications

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

Riskometer

Top Holdings

  • Companies %
  • HDFC Bank Ltd. 9.2
  • Reliance Industries Ltd. 7.4
  • TREPS 5.8
  • State Bank of India 5.7
  • ICICI Bank Ltd. 5.4
  • Bharti Airtel Ltd. 4.9
  • Infosys Ltd. 4.9
  • Hindustan Unilever Ltd. 4.8
  • Larsen & Toubro Ltd. 4.2
  • Britannia Industries Ltd. 4
  • Axis Bank Ltd. 3.9
  • Sectors %
  • Banks26.5
  • Automobiles11.1
  • Internet and Technology8.7
  • Petroleum Products7.4
  • Cash/Deposits/Margins/Treps/Repo/Swaps6.5

Fund House