Union Asset Management Company Pvt. Ltd.

Union Long Term Equity Fund - Growth Option

EquityTax Savings
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return17.8%
  • 3 yr return26%
  • 5 yr return13.8%
  • Expense Ratio2.4%
  • Lock-in Period-3 years
  • Exit Load0%
  • Fund Size (Cr)Rupees605.7
  • NAVRupees45.3

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

To Generate Income And Long-Term Capital Appreciation By Investing Substantially In A Portfolio Consisting Of Equity And Equity Related Securities.

Tax Implications

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

Riskometer

Top Holdings

  • Companies %
  • HDFC Bank Ltd. 7.5
  • ICICI Bank Ltd. 7.1
  • Reliance Industries Ltd. 5.5
  • Tata Consultancy Services Ltd. 4
  • Infosys Ltd. 3.8
  • State Bank of India 3.8
  • Axis Bank Ltd. 3
  • Larsen & Toubro Ltd. 3
  • Bharti Airtel Ltd. 2.5
  • Ultratech Cement Ltd. 2.1
  • Nestle India Ltd. 2
  • Sectors %
  • Banks22.7
  • Internet and Technology11.7
  • Automobiles9.1
  • Finance8
  • Petroleum Products5.5

Fund House