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  • Union Corporate Bond Fund (Growth)
Union Mutual Fund

Union Corporate Bond Fund (Growth)

DebtCorporate Bond

13.7949

NAV (Apr 12)

4.6%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Rolling Returns

Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?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

13.7949

NAV (Apr 12)

Fund Returns

Last 1Y
6.6%
Last 3Y
4.6%
Last 5Y
5.3%
Last 10Y
NA
Since Inception
5.6%
6 Month CAGR
3.8%

Scheme Information

Investment Objective

To achieve long term capital appreciation by investing substantially in a portfolio of corporate debt securities. However,there is no assurance that the Investment Objective of the scheme will be achieved.

Expense Ratio
0.7
Launched (6y ago)
May 31, 2018
AUM in Crores
441.481
ISIN
INF582M01DY7
Lock-in
No Lock-in
Benchmark
CRISIL Corporate Bond A-II TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
1.3
Standard Deviation (5yr)
3.2
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.557
Sharpe Ratio (5yr)
0.027
YTM
7.59
Fund Managers

Parijat Agrawal

Fund Manager

Shrenuj Parekh

Fund Manager

Anindya Sarkar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Union Corporate Bond Fund (Growth)70%8,32,037 99,4255.3%
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 2024-04-12

Top Debt Holdings

7.18% govt stock 2033

5.7%
5.7%

state bank of india

5.5%
5.5%

7.32% govt stock 2030

4.6%
4.6%

bajaj housing finance limited

3.4%
3.4%

indian railway finance corporation limited

3.4%
3.4%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,923 cr

₹ 10,293 cr

₹ 45,349 cr

₹ 13,848 cr

₹ 13,895 cr

amc-img

About the AMC

Union Asset Management Co. Pvt. Ltd.

Union Asset Management Co. Pvt. Ltd. manages assets worth 15,281 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

20.6%

12.6%

5.5%

6.7%

6.2%

5.3%

5.3%

5.2%

20.6%

12.4%

Union Corporate Bond Fund (G) Review

Union Corporate Bond Fund (G) is a Corporate Bond Debt fund and has delivered an annualised return of 5.6% over a period of 5 years. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Anindya Sarkar, Parijat Agrawal, Shrenuj Parekh.

Nav of Union Corporate Bond Fund (G) as of 4/12/2024 is ₹13.79 with the total AUM as of 4/14/2024 is ₹441.481. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Corporate Bond Fund (G) was launched on May 31, 2018. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Union Corporate Bond 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.

Union Corporate Bond Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Corporate Bond A-II TR INR.

Union Corporate Bond Fund (G) is rated as a 0 fund in Debt and delivered 6.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Union Corporate Bond Fund (G).

Frequently Asked Questions

What is Union Corporate Bond Fund (G)?

Union Corporate Bond Fund (G) is a Corporate Bond Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Union Corporate Bond Fund (G)?

You can invest in Union Corporate Bond 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 Corporate Bond Fund (G)?

The minimum sip amount for Union Corporate Bond Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Union Corporate Bond Fund (G) good to invest in?

As per Scripbox experts, Union Corporate Bond Fund (G) is a Not Reviewed Yet fund. You can investUnion Corporate Bond 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 Corporate Bond Fund (G)?

The expense ratio of the Union Corporate Bond Fund (G) is 0.7% for regular plan.