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  • Union Retirement Fund (Growth)
Union Mutual Fund

Union Retirement Fund (Growth)

OtherSolution Oriented

13.64

NAV (Apr 22)

21.7%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Goals
Plans that will help you to achieve your life goals across multiple time frames.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.64

NAV (Apr 22)

Fund Returns

Last 1Y
40.5%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
21.7%
6 Month CAGR
16.7%

Scheme Information

Investment Objective

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.

Expense Ratio
2.52
Launched (2y ago)
Sep 22, 2022
AUM in Crores
120.242
ISIN
INF582M01IM1
Lock-in
5
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Sanjay Bembalkar

Fund Manager

Hardick Bora

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Union Retirement Fund (Growth)70%22,00,724 14,68,11240.5%
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.

Asset allocation and Holdings

Last updated on 2024-04-22

Top Stock Holdings

treps

9.2%
9.2%

reliance industries ltd

6.1%
6.1%

icici bank ltd

5.3%
5.3%

hdfc bank ltd

5%
5%

larsen & toubro ltd

4.7%
4.7%
See all holdings

Allocation by Sector

financial services

21.6%
21.6%

consumer cyclical

14.1%
14.1%

industrials

10.8%
10.8%

technology

9.6%
9.6%

energy

8.7%
8.7%
See all sectors

Comparison with Other Funds

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 135 cr

₹ 18 cr

₹ 6 cr

₹ 13 cr

amc-img

About the AMC

Union Asset Management Co. Pvt. Ltd.

Union Asset Management Co. Pvt. Ltd. manages assets worth 15,274 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.amc-img
phone-img022-24833300
Fund NameScripbox Opinion
Till Date CAGR

20.2%

12.5%

5.5%

6.7%

6.2%

5.3%

5.4%

5.2%

20.2%

12.4%

Union Retirement Fund (G) Review

Union Retirement Fund (G) is a Solution Oriented Other fund and has delivered an annualised return of 21.7% over a period of 1 years. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Hardick Bora, Sanjay Bembalkar.

Nav of Union Retirement Fund (G) as of 4/22/2024 is ₹13.64 with the total AUM as of 4/23/2024 is ₹120.242. 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.

Frequently Asked Questions

What is Union Retirement Fund (G)?

Union Retirement Fund (G) is a Solution Oriented Other scheme predominantly investing across Other instruments with an investment objective to generate wealth over the long term.

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 2.52% for regular plan.