Union Retirement Fund - Regular Plan - IDCW Option

The Union Retirement Fund - Regular Plan - IDCW Option , a Solution Oriented - Retirement multi-cap fund   Open Ended Mutual Funds   from Union Asset Management Company Pvt. Ltd., has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

Union Retirement Fund - Regular Plan - IDCW Option - Performance

The Union Retirement Fund - Regular Plan - IDCW Option has set a great track record, delivering an impressive 1-year return of 2.06. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹216.22 Cr. and the latest NAV declared is 14.27 as on 2026-10-21.

Union Retirement Fund - Regular Plan - IDCW Option - Investment Strategy

The Union Retirement Fund - Regular Plan - IDCW Option follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

Union Retirement Fund - Regular Plan - IDCW Option - Fees and Expenses

The Union Retirement Fund - Regular Plan - IDCW Option has an expense ratio of 2.1 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of null if redeemed within 1 year of investment.

Union Retirement Fund - Regular Plan - IDCW Option - SIP Planning

The Union Retirement Fund - Regular Plan - IDCW Option, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Union Retirement Fund - Regular Plan - IDCW Option is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Solution Oriented - Retirement provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Solution Oriented - Retirement Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.