Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (Mar 22)
6 Month CAGR
The investment objective of the Scheme is to generate long term capital gains by investing in a mix of securities comprising of equity,equity related securities and debt instruments as per the asset allocation pattern of the Scheme with a view to provide a retirement investment solution to investors. However,there is no assurance that the Investment Objective of the Scheme will be achieved.
Launched (1y ago)
Sep 22, 2022
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 Retirement Fund (Growth)||NaN||NaN||%|
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 ltd7.8%
icici bank ltd6.6%
reliance industries ltd5.6%
state bank of india2.9%
|Fund Name||Fund Size|
₹ 1 cr
₹ 141 cr
₹ 14 cr
₹ 3,622 cr
₹ 6 cr
Union Asset Management Co. Pvt. Ltd.
Union Asset Management Co. Pvt. Ltd. manages assets worth 10,667 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 Retirement Fund (G) is a Solution Oriented Other fund and has delivered an annualised return of -5% over a period of 0 years. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Hardick Bora, Sanjay Bembalkar, Vinay Paharia.
Nav of Union Retirement Fund (G) as of 3/22/2023 is ₹9.50 with the total AUM as of 3/23/2023 is ₹68.177. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Retirement Fund (G) was launched on Sep 22, 2022. The category risk of the fund is Very High Risk.
The minimum SIP amount for Union Retirement Fund (G) is ₹1000 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.
What is Union Retirement Fund (G)?
How to invest in Union Retirement Fund (G)?
You can invest in Union Retirement 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 Retirement Fund (G)?
The minimum sip amount for Union Retirement Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Union Retirement Fund (G) good to invest in?
As per Scripbox experts, Union Retirement Fund (G) is a Not Reviewed Yet fund. You can investUnion Retirement 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 Retirement Fund (G)?
The expense ratio of the Union Retirement Fund (G) is 2.37% for regular plan.