Union Equity Savings Fund does not yet have a 5-year performance history.
The average return for Equity Savings funds is 44.96% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 5.89% | 0.69% |
| 2 Year Return | 19.78% | 9.26% |
| 3 Year Return | 29.39% | 20.16% |
| 4 Year Return | 49.31% | 33.12% |
| 5 Year Return | 65.17% | 44.96% |
| 6 Year Return | N/A | 64.25% |
| 7 Year Return | N/A | 77.49% |
| Expense Ratio | 1.66% | - |
AMC: UNION
Category: Hybrid • Equity Savings
Launch Date: 19 Jul 2018
Fund Manager: Mr. Sanjay Bembalkar
Minimum Purchase: ₹1,000
Exit Load: 1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
Lock-in: 0
Risk: Moderate Risk
Union Equity Savings Fund is managed by UNION and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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