Union Innovation & Opportunities Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | N/A | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of Union Innovation & Opportunities Fund - Regular Plan - Growth is ₹11.50.
It is better to invest in a fund with a longer track record as Union Innovation & Opportunities Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Union Innovation & Opportunities Fund - Regular Plan - Growth fund’s expense ratio is 2.32%
The process for redemption is
The AUM of Union Innovation & Opportunities Fund - Regular Plan - Growth is currently ₹643 Crores.
The Top three stocks are Info Edge, Zomato and Dixon Technologies and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 30% of fund’s portfolio respectively.
Top three sectors of Union Innovation & Opportunities Fund - Regular Plan - Growth fund are IT, Retail and Capital Goods accounting for 42% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Union Innovation & Opportunities Fund - Regular Plan - Growth Fund is Equity - Thematic Fund - Other.
Hardick Bora and Sanjay Bembalkar manage the Union Innovation & Opportunities Fund - Regular Plan - Growth Fund.
Union Innovation & Opportunities Fund - Regular Plan - Growth current PE ratio is 65.32 and PB ratio is 12.89
The asset allocation of Union Innovation & Opportunities Fund - Regular Plan - Growth is Stocks : 91.81%, Debt : 8.19% and Gold : 0%
The minimum SIP amount for Union Innovation & Opportunities Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for Union Innovation & Opportunities Fund - Regular Plan - Growth is 1% on or before 1 year, Nil after 1 year