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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
Historical NAV
₹ 13.45
NAV (Jan 17)
Fund Returns
Last 1Y
8.8%
Last 3Y
9.6%
Last 5Y
NA
Last 10Y
NA
Since Inception
9%
6 Month CAGR
5%
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 9,062 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,34 debt and 16 hybrid funds.
Union Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 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.
Nav of Union Equity Savings Fund (G) as of 17/01/2022 is ₹13.45 with the total AUM as of 18/01/2022 is ₹171.223. With Scripbox you can compare and check the latest nav
for all mutual funds in India. Union Equity Savings Fund (G) was launched on Aug 06, 2018. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Union Equity Savings 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 Equity Savings Fund (G)?
Union Equity Savings Fund (G) is a Equity Savings Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.
How to invest in Union Equity Savings Fund (G)?
You can invest in Union Equity Savings 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 Equity Savings Fund (G)?
The minimum sip amount for Union Equity Savings Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Union Equity Savings Fund (G) good to invest in?
As per Scripbox experts, Union Equity Savings Fund (G) is a Not Recommended fund. You can invest Union Equity Savings 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 Equity Savings Fund (G)?
The expense ratio of the Union Equity Savings Fund (G) is 2.03% for regular plan.
