Union CPO-7 (G)
Scheme Information
2019-04-26
| Asset Management Company (AMC) | Union Asset Management Company Pvt. Ltd. |
| Asset Class Type | Hybrid |
| Inception Date | Feb 28, 2017 |
| Benchmark | S&P BSE Sensex 50 |
| 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 guaranteeany returns. The Scheme is “oriented towards protection of capital†and not “with guaranteed returnsâ€. 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. |
| Fund Manager | Vinay Paharia |
| AUM (In Crores) | 354.47 |
| Allocation |
Others: 18.9955% Debt: 81.0045% |
| Minimum Investment Amount |
First Investment:
5000
|
| Average Maturity | 434.35 Days |
Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund (link provided) before taking any Investment action based on this information.
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Equity: Mirae Asset Large Cap Fund (G) • HDFC Top 100 Fund (G) • Kotak Standard Multicap Fund (G) • Parag Parikh Long Term Equity Fund (G)
Debt:
Axis Liquid Fund (G) •
SBI Magnum Low Duration Fund (G) •
ICICI Prudential Corporate Bond Fund - Regular (G)
Tax Saver Plan:
DSP Tax Saver Fund (G) •
Motilal Oswal Long Term Equity Fund (G)
Emergency Fund:
Axis Liquid Fund (G) •
Tata Liquid Fund (G)