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    • Union Equity Savings Fund (Growth)
    Union Mutual Fund

    Union Equity Savings Fund (Growth)

    HybridEquity Savings

    13.3

    NAV (Sep 23)

    9.5%
    Till Date CAGR
    Scripbox Opinion

    Not Recommended

    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

    178 Cr. Small 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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    Historical NAV

    13.3

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    18.5%
    Last 3Y
    9.9%
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    9.5%
    6 Month CAGR
    7.1%
    info-icon-blue

    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

    risk-indicator-arrow.svg

    Moderate Risk

    Expense Ratio
    2.01
    Launched (3y ago)
    Aug 06, 2018
    AUM in Crores
    177.185
    ISIN
    INF582M01EG2
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Short Term Debt Hyb 75+25 TR INR
    SIP Minimum
    2000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Hardick Bora

    Fund Manager

    user-avatar

    Parijat Agrawal

    Fund Manager

    user-avatar

    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

    Fund NameScripbox OpinionFund SizeTrack Record

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    ₹ 8,309 cr

    5

    ₹ 17,879 cr

    5

    ₹ 3,363 cr

    5

    ₹ 2,644 cr

    5

    ₹ 1,921 cr

    5

    amc-icon

    About the AMC

    Union Asset Management Co. Pvt. Ltd.

    Union Asset Management Co. Pvt. Ltd. manages assets worth 8,429 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.

    amc-img

  • tel-amc-about
    022-24833300
  • mail-amc-about
    investorcare@unionmf.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    20.9%

    15.9%

    top-ranked-badge

    21.4%

    12.7%

    top-ranked-badge

    5%

    7%

    top-ranked-badge

    1.1%

    0%

    top-ranked-badge

    4.7%

    4.1%

    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
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap 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

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step 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.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund 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.

    Fund Size

    Fund 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 Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    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 9.5% 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 fund as of 2021-09-23 is ₹13.30. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹177.185. 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 53.3% in this asset class. The top three holdings of the fund are , cash offset for derivatives , national bank for agriculture and rural development , 5.63% govt stock 2026 , 5.22% goi 2025 , union liquid dir gr , treps , small industries development bank of india , reliance industries ltd , housing development finance corp ltd , infosys ltd , hdfc bank ltd , icici bank ltd , future on the federal bank ltd , tata steel ltd , the federal bank ltd , tata consultancy services ltd , net receivable / payable , state bank of india , future on tata steel ltd. , bharti airtel ltd , grasim industries ltd , future on grasim industries ltd , 182 dtb 29092021 , ultratech cement ltd , future on dabur india ltd , 5.15% govt stock 2025 , 91 dtb 16092021 , dabur india ltd , vedanta ltd , axis bank ltd , hindalco industries ltd , future on vedanta ltd , future on srf ltd , future on reliance industries ltd , srf ltd , titan co ltd , torrent pharmaceuticals ltd , future on state bank of india , bharat petroleum corp ltd , kotak mahindra bank ltd , avenue supermarts ltd , future on torrent pharmaceuticals ltd , future on icici bank ltd , future on hindustan unilever ltd , hindustan unilever ltd , future on jsw steel ltd , larsen & toubro ltd , jsw steel ltd , havells india ltd , future on havells india ltd , future on tata consumer products ltd , tata consumer products ltd , future on tata consultancy services ltd , future on tech mahindra ltd , tech mahindra ltd , asian paints ltd , maruti suzuki india ltd , future on deepak nitrite ltd , deepak nitrite ltd , future on bharti airtel ltd , sbi life insurance company limited , future on infosys ltd , future on housing development finance corp ltd , future on hdfc life insurance company limited , hdfc life insurance company limited , future on hindalco industries ltd , future on acc ltd , acc ltd , future on jindal steel & power ltd , jindal steel & power ltd , bajaj finance ltd , future on bank of baroda , bank of baroda , larsen & toubro infotech ltd , mahanagar gas ltd , future on mahanagar gas ltd , future on godrej consumer products ltd , future on axis bank ltd , apollo hospitals enterprise ltd , godrej consumer products ltd , wipro ltd , future on titan co ltd , future on sun pharmaceuticals industries ltd , sun pharmaceuticals industries ltd , future on bharat petroleum corp ltd , future on apollo hospitals enterprise ltd , future on hcl technologies ltd , hcl technologies ltd , united spirits ltd , future on info edge (india) ltd , info edge (india) ltd , future on kotak mahindra bank ltd , divi's laboratories ltd , future on sbi life insurance company limited , itc ltd , future on mahindra & mahindra ltd , mahindra & mahindra ltd , future on apollo tyres ltd , apollo tyres ltd , future on tata chemicals ltd , tata chemicals ltd , upl ltd , future on bata india ltd , bata india ltd , reliance industries ltd. pp* , future on indian railway catering and tourism corp ltd , indian railway catering and tourism corp ltd , future on jubilant foodworks ltd , jubilant foodworks ltd , steel authority of india ltd , future on bharat forge ltd , bharat forge ltd , future on steel authority of india ltd , future on upl ltd , indusind bank ltd , future on asian paints ltd , gland pharma ltd , lic housing finance ltd , future on lic housing finance ltd , future on l&t technology services ltd , future on ultratech cement ltd , l&t technology services ltd , future on indusind bank ltd , glenmark pharmaceuticals ltd , future on icici lombard general insurance co ltd , icici lombard general insurance co ltd , britannia industries ltd , eicher motors ltd , future on glenmark pharmaceuticals ltd , pi industries ltd , piramal enterprises ltd , future on aurobindo pharma ltd , aurobindo pharma ltd , muthoot finance ltd , zee entertainment enterprises ltd , future on zee entertainment enterprises ltd , interglobe aviation ltd , future on hindustan petroleum corp ltd , l&t finance holdings ltd , hdfc asset management company limited , future on hdfc asset management company limited , hindustan petroleum corp ltd , future on l&t finance holdings ltd , tata motors ltd class a , nestle india ltd , granules india ltd , future on granules india ltd , ntpc ltd , future on united spirits ltd , cipla ltd , 91 dtb 28102021

    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.

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