- Mutual Funds
- Union Mutual Fund
- Union Children s Fund (Growth)
Union Children s Fund (Growth)
₹ 11.79
NAV (Jul 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.79
NAV (Jul 25)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 17.9% |
6 Month CAGR | 17% |
Scheme Information
The investment objective of the Scheme is to generate long term capital appreciation by investing in a mix of securities comprising of equity,equity related securities and debt instruments as per the asset allocation pattern of the Scheme with a view to provide investment solution to investors. However,there is no assurance that the Investment Objective of the Scheme will be achieved.
Expense Ratio | 2.34 |
Launched (1y ago) | Dec 19, 2023 |
AUM in Crores | 51.114 |
ISIN | INF582M01JI7 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 500 |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Union Children s Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
5.4%reliance industries ltd
4.7%icici bank ltd
4.7%treps
3.8%larsen & toubro ltd
3.2%Allocation by Sector
financial services
19.5%industrials
18.1%consumer cyclical
15%technology
9.4%basic materials
8.9%Comparison with Other Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 1 cr | ||
₹ 129 cr | ||
₹ 3,196 cr | ||
₹ 18 cr | ||
₹ 42 cr |
About the AMC
Union Asset Management Co. Pvt. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
17.1% | 13% | ||
5.8% | 6.8% | ||
6.4% | 5.4% | ||
5.7% | 5.2% | ||
17.1% | 12.8% |
Union Children s Fund (G) Review
Union Children s Fund (G) is a Solution Oriented Other fund and has delivered an annualised return of 18.2% over a period of 0 years. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Hardick Bora, Parijat Agrawal, Sanjay Bembalkar.
Nav of Union Children s Fund (G) as of 7/25/2024 is ₹11.79 with the total AUM as of 7/26/2024 is ₹51.114. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Children s Fund (G) was launched on Dec 19, 2023. The category risk of the fund is Very High Risk.
The minimum SIP amount for Union Children s Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Union Children s Fund (G)?
How to invest in Union Children s Fund (G)?
You can invest in Union Children s Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Union Children s Fund (G)?
The minimum sip amount for Union Children s Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is Union Children s Fund (G) good to invest in?
As per Scripbox experts, Union Children s Fund (G) is a Not Reviewed Yet fund. You can investUnion Children s Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Union Children s Fund (G)?
The expense ratio of the Union Children s Fund (G) is 2.34% for regular plan.