Union ELSS Tax Saver Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 37.84 | 20.84 | 19.1 | 12.49 |
Average Rolling Returns(%) | 15.47 | 13.95 | 11.88 | 13.12 |
The Current NAV of Union ELSS Tax Saver Fund - Growth is ₹58.58.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
Union ELSS Tax Saver Fund - Growth fund’s expense ratio is 2.29%
The process for redemption is
The AUM of Union ELSS Tax Saver Fund - Growth is currently ₹876 Crores.
The Top three stocks are Reliance Industries, ICICI Bank and HDFC Bank and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 25% and 38% of fund’s portfolio respectively.
Top three sectors of Union ELSS Tax Saver Fund - Growth fund are BFSI, IT and Auto accounting for 49% 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 - ELSS 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 ELSS Tax Saver Fund - Growth Fund is Equity - ELSS.
Sanjay Bembalkar and Hardick Bora manage the Union ELSS Tax Saver Fund - Growth Fund.
Union ELSS Tax Saver Fund - Growth current PE ratio is 48.59 and PB ratio is 7.51
The asset allocation of Union ELSS Tax Saver Fund - Growth is Stocks : 96.72%, Debt : 3.26% and Gold : 0%
The minimum SIP amount for Union ELSS Tax Saver Fund - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Union ELSS Tax Saver Fund - Growth is Nil