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  • Mutual Funds
  • Union Asset Management Co. Pvt. Ltd.
  • Union Equity Savings Fund (Growth)
Union Equity Savings Fund (Growth)

Union Equity Savings Fund (Growth)

HybridEquity Savings

12.46

NAV (Mar 04)

Scripbox Opinion

Neutral

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

Our analysis of this fundLearn how we rate funds ->

Track Record

3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

170 Cr. Medium within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderate Risk

2.07 %

Expense Ratio

Aug 06, 2018

Launched (3y ago)

₹ 170

AUM in Crores

INF582M01EG2

ISIN

No Lock-in

Lock-in

CRISIL Short Term Debt Hyb 75+25 TR INR

Benchmark

₹ 2,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Hardick Bora

Fund Manager

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Parijat Agrawal

Fund Manager

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Vinay Paharia

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Hybrid Funds

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Conservative Hybrid

17 Years

Age

5

Track Record

Quant Absolute Fund (G)

Quant Absolute Fund (G)

Aggressive Hybrid

20 Years

Age

5

Track Record

Quant Multi Asset Fund (G)

Quant Multi Asset Fund (G)

Multi Asset Allocation

20 Years

Age

5

Track Record

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About the AMC

Union Asset Management Co. Pvt. Ltd.

Union Asset Management Co. Pvt. Ltd. manages assets worth 5,733 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,30 debt and 12 hybrid funds.

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  • tel-amc-about
    022-24833300
  • mail-amc-about
    investorcare@unionmf.com
  • Union Flexi Cap Fund (G)

    Union Flexi Cap Fund (G)

    Diversified

    Top Ranked

    ₹ 436 Cr

    Fund Size

    13.6%

    3Y returns

    Union Liquid Fund Unclaimed Amounts Plan Redemption Beyond 3 years (G)

    Union Liquid Fund Unclaimed Amounts Plan Redemption Beyond 3 years (G)

    Liquid

    Top Ranked

    ₹ 845 Cr

    Fund Size

    N/A

    3Y returns

    Union Liquid fund (G)

    Union Liquid fund (G)

    Liquid

    Top Ranked

    ₹ 845 Cr

    Fund Size

    4.6%

    3Y returns

    Union Liquid Fund Unclaimed Amounts Plan Dividend Upto 3 years (G)

    Union Liquid Fund Unclaimed Amounts Plan Dividend Upto 3 years (G)

    Liquid

    Top Ranked

    ₹ 845 Cr

    Fund Size

    4.3%

    3Y returns

    Union Liquid Fund Unclaimed Amounts Plan Dividend Beyond 3 years (G)

    Union Liquid Fund Unclaimed Amounts Plan Dividend Beyond 3 years (G)

    Liquid

    Top Ranked

    ₹ 845 Cr

    Fund Size

    N/A

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Standard Multicap fund (Growth)

    Kotak Standard Multicap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    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

    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

    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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    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 2021-03-04 is ₹ 12.46. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 169.914. The category risk of the Union Equity Savings Fund (G) fund is Moderate Risk. The fund charges 2.07 % as expense ratio.

    Union Equity Savings Fund (G) Holdings

    The fund’s highest allocation is towards others and has invested 55.2% in this asset class. The top three holdings of the fund are national bank for agriculture and rural development,reliance industries limited and 5.22% goi 2025

    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 2 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 3 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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