₹ 12.46
NAV (Mar 04)
Neutral
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
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
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
No single fund can achieve what a plan can. Learn why
Scheme Information
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
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.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
Aggressive Hybrid
20 Years
Age
Track Record
Multi Asset Allocation
20 Years
Age
Track Record
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.
Diversified
Top Ranked
₹ 436 Cr
Fund Size
13.6%
3Y returns
Liquid
Top Ranked
₹ 845 Cr
Fund Size
N/A
3Y returns
Liquid
Top Ranked
₹ 845 Cr
Fund Size
4.6%
3Y returns
Liquid
Top Ranked
₹ 845 Cr
Fund Size
4.3%
3Y returns
Liquid
Top Ranked
₹ 845 Cr
Fund Size
N/A
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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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
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.
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.
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
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.
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) 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.