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Scheme Information
Investment Objective
The investment objective of the Scheme is to seek capital protection on maturity by investing in fixed income securities maturing on or before the tenure of the scheme and seeking capital appreciation by investing in equity and equity related instruments. However,there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns. The Scheme is 'oriented towards protection of capital' and not 'with guaranteed returns'. Further,the orientation towards protection of the capital originates from the portfolio structure of the scheme and not from any bank guarantee,insurance cover etc.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Union Asset Management Co. Pvt. Ltd. manages assets worth 5,733 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,30 debt and 12 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Invest via netbanking, UPI or through an SIP (eNACH mandate).
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About Union Cap Protection Fund Series 7 (G)
About Union Cap Protection Fund Series 7 (G)
Union Cap Protection Fund Series 7 (G) is a Other Other fund and has delivered an annualised return of 6.1% over a period of 4 years .The fund was previously known as Union Cap Protection Series 7 Reg Gr.The fund is managed by Union Asset Management Co. Pvt. Ltd..The fund managers are Parijat Agrawal, Vinay Paharia
Union Cap Protection Fund Series 7 (G) Investment Objective
The investment objective of the Scheme is to seek capital protection on maturity by investing in fixed income securities maturing on or before the tenure of the scheme and seeking capital appreciation by investing in equity and equity related instruments. However,there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns. The Scheme is 'oriented towards protection of capital' and not 'with guaranteed returns'. Further,the orientation towards protection of the capital originates from the portfolio structure of the scheme and not from any bank guarantee,insurance cover etc. However, there is no assurance that the objective of the scheme will be realized.
Union Cap Protection Fund Series 7 (G) NAV,AUM,Risk
The Union Cap Protection Fund Series 7 (G) fund was launched on Mar 03, 2017. The NAV (Net Asset Value) of this Other Other as of 2020-03-03 is ₹ 11.9594. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 369.152. The category risk of the Union Cap Protection Fund Series 7 (G) fund is Moderate Risk.
The fund charges 2.22 % as expense ratio.
Union Cap Protection Fund Series 7 (G) Holdings
The fund’s highest allocation is towards others and has invested 99.5% in this asset class. The top three holdings of the fund are export-import bank of india,treps and other current assets / (liabilities)
Union Cap Protection Fund Series 7 (G) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Union Cap Protection Fund Series 7 (G) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Short Term Bond Fund TR INR
Union Cap Protection Fund Series 7 (G) Review
Union Cap Protection Fund Series 7 (G) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Union Cap Protection Fund Series 7 (G) has a score of 0 out of 5.
Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.
