- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Performance
Monthly SIP of ₹ for
Below table shows comparison of Union Childrens Fund with respect to the investments in Fixed Deposit and Gold for the
Total investment of
₹36,000 over the period of 3 years.
| Total Value | Gain | Return % | |
|---|---|---|---|
| Bank FD | 39,824 |
3,824 |
6.5% |
| Gold | 40,770 |
4,770 |
8.00% |
Fund Information
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Union Childrens Fund shown here is of
Growthplan.
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The Total Expense Ratio (TER) of the fund is
%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.
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Union Childrens Fund is an
Equityoriented mutual fund in the
- Flexi Cap Fundcategory.
The Flexi-cap funds are one the most versatile funds suitable for investors as the fund manager builds the portfolio and invests in companies of different market capitalizations based on where they expect maximum returns. -
is the benchmark for Union Childrens Fund. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.
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Name of the AMC is
Union Mutual Funds.
Click here to
know moreabout Union Mutual Funds.
Fund Managed By
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Union Childrens Fund managed by following fund manager(s);
How does the
Return Comparison of the Union Childrens Fund fare against peer funds in the Flexi Cap fund category?
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Union Childrens Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, Flexi Cap fund category these peer funds belongs to.
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years | |
|---|---|---|---|---|---|---|---|---|---|
| Category Best | 0.54% | 10.82% | 12.59% | 8.36% | 29.87% | 24.86% | 31.95% | 18.24% | |
| Category Average | -1.88% | 5.45% | 7.13% | -0.50% | 18.59% | 18.19% | 21.84% | 13.54% | |
| Union Childrens Fund | - | - | - | - | - | - | - | - | - |
| Nippon India Multicap Fund | -0.72% | 8.89% | 12.59% | 1.54% | 22.51% | 24.86% | 31.95% | 14.74% | |
| Motilal Oswal Flexi Cap Fund | -2.46% | 8.44% | 11.91% | 7.76% | 29.87% | 24.61% | 19.89% | 12.97% | |
| Kotak Multicap Fund | -1.97% | 6.10% | 6.60% | -3.36% | 22.64% | 24.34% | - | - | |
| Invesco India Flexi Cap Fund | -1.30% | 9.37% | 12.40% | 6.97% | 25.79% | - | - | - | |
| HDFC Flexi Cap Fund | -1.30% | 2.70% | 9.43% | 6.25% | 23.04% | 23.44% | 28.84% | 15.35% |
Fund Portfolio Details
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Union Childrens Fund are shown below;
Equity -
Debt %
Others 0.00%
Riskometer
