Union Equity Savings Fund

Plan : Regular | Direct Add to Portfolio Compare
Assets
₹200 Cr
Expense
2.01 %
Turnover
0%
Category
Hybrid - Equity...
Benchmark
I-BEX (I-Sec So...
Underlying Asset Quality
Investment StyleLarge, Green
Different Than Benchmark
100%
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Hold on

Fund Overview

Union Equity Savings Fund - Regular Plan - Growth

Launch Date 09 Aug 2018
Benchmark I-BEX (I-Sec Sovereign Bond Index)
Riskometer Moderately High
Turnover -
Type Open ended scheme
Return Since Launch 7.14%
Min. Investment ₹5000.00
Min. Additional investment ₹1000.00
Min. SIP ₹2000.00
Min. Cheques 6
Min. Withdrawal ₹1000.00
Min. Balance ₹2000.00
Exit Load 1.00%
Remark 1% on or before 1Y, Nil after 1Y

Investment Objective

To seek capital appreciation and/or to generate consistent returns by actively investing in acombination of diversified equity and equity related instruments, arbitrage and derivative strategiesand exposure in debt and money market instruments.

Managers

Fund Manager Vinay Paharia
Sub Managers Parijat Agrawal, Hardick Bora
Puchho Befikar