Formerly Union Cap Protection Series 7 Reg Gr
Not Reviewed yet
Track Record
4 Years.
Relative Size
370 Cr.
Category View
.
Consistency Of Performance
.
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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Moderate Risk
2.22 %
Expense Ratio
Mar 03, 2017
Launched (4y ago)
₹ 370
AUM in Crores
INF582M01CN2
ISIN
No Lock-in
Lock-in
CRISIL Short Term Bond Fund TR INR
Benchmark
₹ 0
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Other Funds
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About the AMC
Union Asset Management Co. Pvt. Ltd.
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.
Diversified
Top Ranked
₹ 436 Cr
Fund Size
13.6%
3Y returns
Liquid
Top Ranked
₹ 845 Cr
Fund Size
N/A
3Y returns
Liquid
Top Ranked
₹ 845 Cr
Fund Size
4.6%
3Y returns
Liquid
Top Ranked
₹ 845 Cr
Fund Size
4.3%
3Y returns
Liquid
Top Ranked
₹ 845 Cr
Fund Size
N/A
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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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
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.
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.
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)
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.
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) 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.