Union Value Discovery Fund (G)
Scheme Information
2019-04-26
| Inception Date | Dec 5, 2018 |
| Benchmark | S&P BSE 500 - TRI |
| Objective | The investment objective of the scheme is to seek to generate long term capital appreciation byinvesting substantially in a portfolio of equity and equity related securities of companies which areundervalued (or are trading below their intrinsic value). |
| Fund Manager | Vinay Paharia |
| AUM (In Crores) | 150.78 |
| Allocation |
Equity: 96.6352% Debt: 0.2715% Others: 3.0934% |
| Exit Load | 1% on or before 1 year |
| Minimum Investment Amount |
First Investment:
5000
|
| Expense Ratio | 2.84 |
Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund (link provided) before taking any Investment action based on this information.
Recommended Funds
Equity: Mirae Asset Large Cap Fund (G) • HDFC Top 100 Fund (G) • Kotak Standard Multicap Fund (G) • Parag Parikh Long Term Equity Fund (G)
Debt:
Axis Liquid Fund (G) •
SBI Magnum Low Duration Fund (G) •
ICICI Prudential Corporate Bond Fund - Regular (G)
Tax Saver Plan:
DSP Tax Saver Fund (G) •
Motilal Oswal Long Term Equity Fund (G)
Emergency Fund:
Reliance Low Duration Fund (G)