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  • Union Mutual Fund
  • Union Children's Fund (G)
Union Mutual Fund

Union Children's Fund (G)

OthersChildrens Fund

12.28

NAV (Sep 06)

22.8%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.28

NAV (Sep 6)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
22.8%
6 Month CAGR
16.3%

Scheme Information

Investment Objective

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.

Expense Ratio
2.35
Launched (0y ago)
2.35
AUM in Crores
54.6
ISIN
INF582M01JI7
Lock-in
1825
Benchmark
BSE 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
Beta
NaN
Sharpe Ratio
NaN
YTM
Fund Managers

Hardick Bora

Fund Manager

Parijat Agrawal

Fund Manager

Sanjay Bembalkar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Union Children's Fund (G)70%NaN NaNNaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-09-02

Top Stock Holdings

HDFC Bank Ltd.

6.2%
6.22%

ICICI Bank Ltd.

4.4%
4.43%

Reliance Industries Ltd.

4.3%
4.25%

Others

3.5%
3.46%

Larsen & Toubro Ltd.

3.2%
3.22%
See all holdings

Allocation by Sector

Financial

21.57%
21.57%

Automobile

11.14%
11.14%

Technology

9.59%
9.59%

Energy

7.67%
7.67%

Capital Goods

7.59%
7.59%
See all sectors

Comparison with Others Funds

Fund NameFund Size
Kotak Nasdaq 100 FOF (G)
Kotak Nasdaq 100 FOF (G)

₹ 3,138 cr

₹ 1,846 cr

₹ 25,617 cr

₹ 4,457 cr

₹ 2,067 cr

amc-img

About the AMC

Union Mutual Fund

Union Mutual Fund is sponsored by Union Bank of India and Dai-ichi Life Holdings, Inc. Union Asset Management Co. Pvt. Ltd. was set up on 30 December 2009 and manages assets worth 7,548 crores. It's current offering of 18 different mutual fund schemes. It is one of the fastest growing asset management companies in India.amc-img
phone-img(022) 6748 3300
email-img [email protected]
Fund NameScripbox Opinion
Till Date CAGR

14.876%

13.067%

5.991%

6.751%

5.572%

4.777%

4.516%

6.479%

9.839%

10.703%

Union Children's Fund (G) Review

Union Children's Fund (G) is a Others Others fund and has delivered an annualised return of 22.8% over a period of 0 years. The fund is managed by Union Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].

Nav of Union Children's Fund (G) as of 9/6/2024 is ₹12.28 with the total AUM as of 9/7/2024 is ₹54.5622. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Children's Fund (G) was launched on 2023-12-19. The category risk of the fund is null.

The minimum SIP amount for Union Children's Fund (G) is ₹1000 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)?

Union Children's Fund (G) is a Others Others scheme predominantly investing across Others instruments with an investment objective to generate wealth over the long term.

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 ₹1000. 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 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 2.35% for regular plan.