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 (Feb 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 Long Term Equity Fund (Growth)||982,041||249,429||11.9%|
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 ltd7.4%
icici bank ltd7.2%
reliance industries ltd5.8%
state bank of india4.2%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 15,500 cr
₹ 4,848 cr
₹ 10,444 cr
₹ 15,500 cr
₹ 10,444 cr
Union Asset Management Co. Pvt. Ltd.
Union Asset Management Co. Pvt. Ltd. manages assets worth 10,935 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,38 debt and 12 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Union Long Term Equity Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 13.8% over a period of 11 years. The fund was previously known as Union Tax Saver 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 Long Term Equity Fund (G) as of 2/3/2023 is ₹42.27 with the total AUM as of 2/6/2023 is ₹577.519. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Long Term Equity Fund (G) was launched on Dec 23, 2011. The category risk of the fund is Very High Risk.
The minimum SIP amount for Union Long Term Equity 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 Long Term Equity 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 Long Term Equity Fund (G) is rated as a 4 fund in Equity and delivered 1.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Union Long Term Equity Fund (G).
What is Union Long Term Equity Fund (G)?
How to invest in Union Long Term Equity Fund (G)?
You can invest in Union Long Term Equity 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 Long Term Equity Fund (G)?
The minimum sip amount for Union Long Term Equity Fund (G) is ₹500. You can invest in multiples of ₹500.
Is Union Long Term Equity Fund (G) good to invest in?
As per Scripbox experts, Union Long Term Equity Fund (G) is a Top Ranked fund. You can investUnion Long Term Equity 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 Long Term Equity Fund (G)?
The expense ratio of the Union Long Term Equity Fund (G) is 2.49% for regular plan.