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  • Union Children s Fund (Growth)
Union Mutual Fund

Union Children s Fund (Growth)

OtherSolution Oriented

11.42

NAV (Jun 14)

14.2%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Outperformance Consistency

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Scripbox Recommended Goals
Plans that will help you to achieve your life goals across multiple time frames.?Learn more

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

11.42

NAV (Jun 14)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
14.2%
6 Month CAGR
NA

Scheme Information

Investment Objective

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
44.987
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
Fund Managers

Parijat Agrawal

Fund Manager

Sanjay Bembalkar

Fund Manager

Hardick Bora

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 (Growth)70%NaN NaN%
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 2024-06-14

Top Stock Holdings

icici bank ltd

4.8%
4.8%

reliance industries ltd

4.7%
4.7%

treps

4.4%
4.4%

hdfc bank ltd

4.2%
4.2%

larsen & toubro ltd

3.6%
3.6%
See all holdings

Allocation by Sector

financial services

19%
19%

industrials

16.5%
16.5%

consumer cyclical

14.5%
14.5%

basic materials

11%
11%

technology

8.1%
8.1%
See all sectors

Comparison with Other Funds

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 132 cr

₹ 18 cr

₹ 6 cr

₹ 13 cr

amc-img

About the AMC

Union Asset Management Co. Pvt. Ltd.

Union Asset Management Co. Pvt. Ltd. manages assets worth 16,655 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,38 debt and 12 hybrid funds.amc-img
phone-img022-24833300
Fund NameScripbox Opinion
Till Date CAGR

17.8%

12.9%

5.7%

6.7%

6.4%

5.3%

5.6%

5.2%

17.8%

12.7%

Union Children s Fund (G) Review

Union Children s Fund (G) is a Solution Oriented Other fund and has delivered an annualised return of 14.2% 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 6/14/2024 is ₹11.42 with the total AUM as of 6/16/2024 is ₹44.987. 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)?

Union Children s Fund (G) is a Solution Oriented Other scheme predominantly investing across Other 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 ₹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.