The performance of the fund on a Fund Size metric has been Neutral
The fund has been a Category Leader on the Outperformance Consistency metric
NAV (Oct 3)
6 Month CAGR
To generate income and 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.
Launched (12y ago)
Dec 23, 2011
AUM in Crores
S&P BSE 500 India TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Union Tax saver ELSS Fund (Growth)||10,98,738||3,66,126||16.2%|
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.
hdfc bank ltd7.2%
icici bank ltd6.3%
reliance industries ltd4.6%
state bank of india3%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 17,630 cr
₹ 11,862 cr
₹ 11,197 cr
₹ 10,089 cr
₹ 9,392 cr
Union Asset Management Co. Pvt. Ltd.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Union Tax saver ELSS Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 14.5% over a period of 11 years. The fund was previously known as Union Long Term Eq Gr. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Hardick Bora, Sanjay Bembalkar, Vinay Paharia.
Nav of Union Tax saver ELSS Fund (G) as of 10/3/2023 is ₹49.44 with the total AUM as of 10/4/2023 is ₹695.724. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Tax saver ELSS Fund (G) was launched on Dec 23, 2011. The category risk of the fund is Very High Risk.
The minimum SIP amount for Union Tax saver ELSS Fund (G) is ₹500 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.
Union Tax saver ELSS Fund (G) 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 Tax saver ELSS Fund (G) is rated as a 4 fund in Equity and delivered 19.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Union Tax saver ELSS Fund (G).
What is Union Tax saver ELSS Fund (G)?
How to invest in Union Tax saver ELSS Fund (G)?
You can invest in Union Tax saver ELSS Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Union Tax saver ELSS Fund (G)?
The minimum sip amount for Union Tax saver ELSS Fund (G) is ₹500. You can invest in multiples of ₹500.
Is Union Tax saver ELSS Fund (G) good to invest in?
As per Scripbox experts, Union Tax saver ELSS Fund (G) is a Top Ranked fund. You can investUnion Tax saver ELSS Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Union Tax saver ELSS Fund (G)?
The expense ratio of the Union Tax saver ELSS Fund (G) is 2.37% for regular plan.