Union ELSS Tax Saver Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 37.74 | 19.5 | 18.48 | 11.72 |
Average Rolling Returns(%) | 15.23 | 13.88 | 11.80 | 13.14 |
The Current NAV of Union ELSS Tax Saver Fund - Growth is ₹58.15.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark S&P BSE 100 , as Funds portfolio is somewhat different.
Union ELSS Tax Saver Fund - Growth fund’s expense ratio is 2.35%
The process for redemption is
The AUM of Union ELSS Tax Saver Fund - Growth is currently ₹847 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 37% of fund’s portfolio respectively.
Top three sectors of Union ELSS Tax Saver Fund - Growth fund are BFSI, IT and Auto accounting for 45% 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 49.73 and PB ratio is 7.08
The asset allocation of Union ELSS Tax Saver Fund - Growth is Stocks : 93.47%, Debt : 6.55% 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