Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
No single fund can achieve what a plan can. Learn why
Scheme Information
Investment Objective
To achieve long-term capital appreciation by investing substantially in a portfolio consisting of equity and equity related securities. However,there can be 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 6,409 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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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?
Recommended
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.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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
How to invest in Scripbox Mutual Funds?
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan
Choose a plan to invest to start investing
Create an Account
Create an account with Scripbox through a paperless process, to invest
in this fund
Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track your investments
Track, invest more and withdraw your investments through the Scripbox dashboard
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
Continuous monitoring & alerts
We will track our recommendations and suggest changes & fund exists whenever required.
All week call assistance
Our customer champions are available 7 days a week from 8AM to 8PM.
Annual reviews & rebalances
We review your investments and make course corrections every year to make the best out of your investments
About Union Flexi Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A)
About Union Flexi Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A)
Union Flexi Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) is a diversified equity fund and has delivered an annualised return of 10.4% over a period of 10 years .The fund was previously known as Union Flexi Cap DR.The fund is managed by Union Asset Management Co. Pvt. Ltd..The fund managers are Hardick Bora, Vinay Paharia
Union Flexi Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) Investment Objective
To achieve long-term capital appreciation by investing substantially in a portfolio consisting of equity and equity related securities. However,there can be 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 Flexi Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) NAV,AUM,Risk
The Union Flexi Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) fund was launched on Jun 10, 2011. The NAV (Net Asset Value) of this diversified equity as of 2021-05-11 is ₹ 17.2. The total AUM (Asset Under Management) of the fund as of 2021-05-12 is ₹ 496.059. The category risk of the Union Flexi Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) fund is Very High Risk.
The fund charges 2.56 % as expense ratio.
Union Flexi Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) Holdings
The fund’s highest allocation is towards equity and has invested 95.5% in this asset class. The top three holdings of the fund are 364 dtb 27052021,hdfc bank ltd and icici bank ltd
Union Flexi Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) 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 Flexi Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) 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 S&P BSE 500 India TR INR
Union Flexi Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) Review
Union Flexi Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Union Flexi Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) has a score of 3 out of 5.
Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
