• Mutual Funds
  • Union Mutual Fund
  • Union Equity Savings Fund Transfer of Income Distribution cum capital withdrawal (PIDCW-A)

Formerly Union Equity Savings Fund Reg DS

Union Mutual Fund

Union Equity Savings Fund Transfer of Income Distribution cum capital withdrawal (PIDCW-A)

HybridEquity Savings

13.18

NAV (Jan 24)

8.3%
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 Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

4 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

172 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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    Expert Investing Only

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Historical NAV

13.18

NAV (Jan 24)

Fund Returns

Last 1Y

6.9%

Last 3Y

8.9%

Last 5Y

NA

Last 10Y

NA

Since Inception

8.3%

6 Month CAGR

2.9%

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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.

Expense Ratio

2.03

Launched (4y ago)

Aug 06, 2018

AUM in Crores

171.223

ISIN

Lock-in

No Lock-in

Benchmark

Crisil Equity Savings Index TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers
user-avatar

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%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 2,702 cr

5

₹ 1,396 cr

5

₹ 3,412 cr

5

amc-icon

About the AMC

Union Asset Management Co. Pvt. Ltd.

Union Asset Management Co. Pvt. Ltd. manages assets worth 9,123 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.

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

    21.1%

    15%

    21.7%

    11.9%

    4.6%

    6.8%

    0.7%

    0%

    4.5%

    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
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    Union Equity Savings Fund Transfer of Income Distribution cum capital withdrawal (PIDCW-A) Review

    Union Equity Savings Fund Transfer of Income Distribution cum capital withdrawal (PIDCW-A) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.3% over a period of 3 years. The fund was previously known as Union Equity Savings Fund Reg DS. 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 Transfer of Income Distribution cum capital withdrawal (PIDCW-A) as of 24/01/2022 is ₹13.18 with the total AUM as of 25/01/2022 is ₹171.223. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Equity Savings Fund Transfer of Income Distribution cum capital withdrawal (PIDCW-A) was launched on Aug 06, 2018. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Union Equity Savings Fund Transfer of Income Distribution cum capital withdrawal (PIDCW-A) is ₹0 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 Transfer of Income Distribution cum capital withdrawal (PIDCW-A)?

    How to invest in Union Equity Savings Fund Transfer of Income Distribution cum capital withdrawal (PIDCW-A)?

    What is the minimum sip amount of Union Equity Savings Fund Transfer of Income Distribution cum capital withdrawal (PIDCW-A)?

    Is Union Equity Savings Fund Transfer of Income Distribution cum capital withdrawal (PIDCW-A) good to invest in?

    What is the expense ratio of the Union Equity Savings Fund Transfer of Income Distribution cum capital withdrawal (PIDCW-A)?