Union Innovation & Opportunities Fund does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
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 | 23.87% | -0.11% |
| 2 Year Return | 60.55% | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 1.86% | - |
AMC: UNION
Category: Equity • Sectoral/Thematic
Launch Date: 16 Aug 2023
Fund Manager: Mr. Gaurav Chopra
Minimum Purchase: ₹1,000
Exit Load: 1% if units are redeemed/switched out on or before completion of 1 year from the date of allotment. Nil if redeemed or switched out after completion of 1 year from the date of allotment of units.
Lock-in: 0
Risk: Moderate Risk
Union Innovation & Opportunities Fund is managed by UNION and belongs to the Equity 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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