Click here for top ranked funds in equity savings mutual funds.
However, Scripbox does not recommend investing in equity savings mutual funds.
Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.
These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class
No single fund can achieve what a plan can. Learn why
Scheme Information
Investment Objective
To seek capital appreciation and/or to generate consistent returns by actively investing in a combination of diversified equity and equity related instruments,arbitrage and derivative strategies and exposure in debt and money market instruments. However,there is no assurance that the Investment objective of the scheme will be achieved.
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.
Union Asset Management Co. Pvt. Ltd. manages assets worth 6,844 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,30 debt and 16 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Invest via netbanking, UPI or through an SIP (eNACH mandate).
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The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 9 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
Continuous monitoring & alerts
We will track our recommendations and suggest changes & fund exists whenever required.
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Annual reviews & rebalances
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About Union Equity Savings Fund (G)
About Union Equity Savings Fund (G)
Union Equity Savings Fund (G) is a equity savings hybrid fund and has delivered an annualised return of 8.9% over a period of 3 years ..The fund is managed by Union Asset Management Co. Pvt. Ltd..The fund managers are Hardick Bora, Parijat Agrawal, Vinay Paharia
Union Equity Savings Fund (G) Investment Objective
To seek capital appreciation and/or to generate consistent returns by actively investing in a combination of diversified equity and equity related instruments,arbitrage and derivative strategies and exposure in debt and money market instruments. However,there is no assurance that the Investment objective of the scheme will be achieved. However, there is no assurance that the objective of the scheme will be realized.
Union Equity Savings Fund (G) NAV,AUM,Risk
The Union Equity Savings Fund (G) fund was launched on Aug 06, 2018. The NAV (Net Asset Value) of this equity savings hybrid as of 2021-06-14 is ₹ 12.74. The total AUM (Asset Under Management) of the fund as of 2021-06-15 is ₹ 176.155. The category risk of the Union Equity Savings Fund (G) fund is Moderate Risk.
The fund charges 2.01 % as expense ratio.
Union Equity Savings Fund (G) Holdings
The fund’s highest allocation is towards others and has invested 53.6% in this asset class. The top three holdings of the fund are national bank for agriculture and rural development,5.22% goi 2025 and 5.63% govt stock 2026
Union Equity Savings Fund (G) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 2000 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.
Union Equity Savings Fund (G) Investment volatility and Horizon
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 Debt Hyb 75+25 TR INR
Union Equity Savings Fund (G) Review
Union Equity Savings Fund (G) has a score of 3 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, Union Equity Savings Fund (G) has a score of 1 out of 5.
Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.
