How are the returns of Union ELSS Tax Saver Fund - Growth fund?

Union ELSS Tax Saver Fund - Growth fund has delivered a CAGR of 1 year: -3.28%, 3 years: 11.78%, 5 years: 11.59%, and 9 years: 11.6%. However, its average rolling 1 year: 16.07%, 3 years: 13.48%, 5 years: 13.59%, and 9 years: 13.34%.

How much does Union ELSS Tax Saver Fund - Growth Fund charge as expense ratio?

Union ELSS Tax Saver Fund - Growth expense ratio is 2.35%

How can I redeem my investments in Union ELSS Tax Saver Fund - Growth Fund?

Give a request for redemption of the number of units or the amount you want. The request will be acknowledged and you will get information about the redemption and the NAV at which redeemed. The amount will be deposited in the designated bank account.

What are the top sectors Union ELSS Tax Saver Fund - Growthfund has invested in?

Top three sectors of funds are BFSI, Auto and IT accounting for 51% of the total portfolio.

What is the category of Union ELSS Tax Saver Fund - Growth Fund?

The category of Union ELSS Tax Saver Fund - Growth is Equity - ELSS

What is the PE and PB ratio of Union ELSS Tax Saver Fund - Growth Fund Direct Plan Growth?

Union ELSS Tax Saver Fund - Growth current PE is 35.77 and PB ratio is 6.45

What is the minimum SIP amount of Union ELSS Tax Saver Fund - Growth Fund?

The minimum SIP amount for this fund is Rs.500.00 and minimum lumpsum is Rs.500.00

Is there any Exit Load for Union ELSS Tax Saver Fund - Growth Fund?

The exit load for this fund is Nil

Union ELSS Tax Saver Fund Growth Regular Plan - Latest NAV:₹63.54, Performance, Returns and Fund Review/Analysis

Q: What is the current NAV of Union ELSS Tax Saver Fund - Growth Fund?

The Current NAV of Union ELSS Tax Saver Fund - Growth is Rs.63.54

Q: What is the AUM or size of Union ELSS Tax Saver Fund - Growth Fund?

The AUM of Union ELSS Tax Saver Fund - Growth is currently 772 Crores.

Q: What are the top stock holdings of Union ELSS Tax Saver Fund - Growth Fund?

The Top 3 stocks are HDFC Bank, ICICI Bank and Reliance Industries and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 34% of fund’s portfolio respectively.

Q: Is it safe to invest in Union ELSS Tax Saver Fund - Growth Fund?

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.

FAQ : Union ELSS Tax Saver Fund - Growth

Union ELSS Tax Saver Fund - Growth has delivered CAGR and average rolling returns as follows :

	1 Year	3 Year	5 Year	9 Year
CAGR(%)	N/A	11.78	11.59	11.6
Average Rolling Returns(%)	16.07	13.48	13.59	13.34

The Current NAV of Union ELSS Tax Saver Fund - Growth is ₹63.54.

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 2.35%

The process for redemption is

Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
You will get information about the redemption and the NAV at which redeemed.
The amount will be deposited in the designated bank account.

The AUM of Union ELSS Tax Saver Fund - Growth is currently ₹772 Crores.

The Top three stocks are HDFC Bank, ICICI Bank and Reliance Industries and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 34% of fund’s portfolio respectively.

Top three sectors of Union ELSS Tax Saver Fund - Growth fund are BFSI, Auto and IT accounting for 51% of the total portfolio.

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.

Vinod Malviya and Sanjay Bembalkar manage the Union ELSS Tax Saver Fund - Growth Fund.

Union ELSS Tax Saver Fund - Growth current PE ratio is 35.77 and PB ratio is 6.45

The asset allocation of Union ELSS Tax Saver Fund - Growth is Stocks : 99.01%, Debt : 0.95% 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

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FAQ : Union ELSS Tax Saver Fund - Growth

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FAQ : Union ELSS Tax Saver Fund - Growth

How are the returns of Union ELSS Tax Saver Fund - Growth fund?

What is the current NAV of Union ELSS Tax Saver Fund - Growth Fund?

Should I SIP in Union ELSS Tax Saver Fund - Growth Fund?

How much does Union ELSS Tax Saver Fund - Growth Fund charge as expense ratio?

How can I redeem my investments in Union ELSS Tax Saver Fund - Growth Fund?

What is the AUM or size of Union ELSS Tax Saver Fund - Growth Fund?

What are the top stock holdings of Union ELSS Tax Saver Fund - Growth Fund?

What are the top sectors Union ELSS Tax Saver Fund - Growth Fund has invested in?

Is it safe to invest in Union ELSS Tax Saver Fund - Growth Fund?

What is the category of Union ELSS Tax Saver Fund - Growth Fund?

Who manages the Union ELSS Tax Saver Fund - Growth Fund?

What is the PE and PB ratio of Union ELSS Tax Saver Fund - Growth Fund Direct Plan Growth?

What is the asset allocation of Union ELSS Tax Saver Fund - Growth Stocks, Debt and Gold?

What is the minimum SIP amount of Union ELSS Tax Saver Fund - Growth Fund?

Is there any Exit Load for Union ELSS Tax Saver Fund - Growth Fund?

About MoneyWorks4Me

Our Vision

What Makes MoneyWorks4Me Different

Our Approach: Ensuring compounding work its magic on client portfolio.