Union Retirement Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 41.34 | N/A | N/A | N/A |
Average Rolling Returns(%) | 29.21 | N/A | N/A | N/A |
The Current NAV of Union Retirement Fund - Regular Plan - Growth is ₹13.52.
It is better to invest in a fund with a longer track record as Union Retirement Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark S&P BSE 500 - TRI returns, as Funds portfolio is significantly different.
Union Retirement Fund - Regular Plan - Growth fund’s expense ratio is 2.52%
The process for redemption is
The AUM of Union Retirement Fund - Regular Plan - Growth is currently ₹120 Crores.
The Top three stocks are Reliance Industries, ICICI Bank and HDFC Bank and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 36% of fund’s portfolio respectively.
Top three sectors of Union Retirement Fund - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and Auto accounting for 44% of the total portfolio.
Since this is a Solution Oriented - Retirement Fund 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 Retirement Fund - Regular Plan - Growth Fund is Solution Oriented - Retirement Fund.
Hardick Bora and Sanjay Bembalkar manage the Union Retirement Fund - Regular Plan - Growth Fund.
Union Retirement Fund - Regular Plan - Growth current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of Union Retirement Fund - Regular Plan - Growth is Stocks : 90.10%, Debt : 8.36% and Gold : 1.57%
The minimum SIP amount for Union Retirement Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for Union Retirement Fund - Regular Plan - Growth is Nil