- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Fund Information
-
122.52 Cr.
-
Growth
-
2.04%
-
Hybrid- Equity Savings Fund
-
Nifty 50 Arbitrage Index
-
02 Aug 2018
-
Union Mutual Funds know more
Fund Managed By
Riskometer
Investors understand that their
principal
will be at Moderate risk
Return Comparison
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 3.26% | 2.17% | 3.12% | 11.34% | 13.80% | 11.36% | 14.10% | 9.50% |
| Category Average | 2.19% | 1.26% | 1.30% | 7.94% | 10.85% | 9.78% | 11.64% | 8.02% |
| Union Equity Savings Fund | 2.05% | 1.17% | 0.67% | 6.08% | - | - | - | - |
| UTI Equity Savings Fund | 2.26% | 1.31% | 2.27% | 7.75% | 11.87% | 11.36% | 13.22% | - |
| Mirae Asset Equity Savings Fund | 3.22% | 1.42% | 1.65% | 9.42% | 12.36% | 11.22% | 14.10% | - |
| Kotak Equity Savings Fund | 1.79% | 0.63% | 0.46% | 6.83% | 12.26% | 10.98% | 12.55% | 9.03% |
| SBI Equity Savings Fund | 2.94% | 1.95% | 0.28% | 7.58% | - | - | - | - |
| Invesco India Equity Savings Fund | 2.80% | 0.32% | -0.70% | 8.69% | - | - | - | - |
Fund Portfolio Details
Equity 67.94%
Debt 19.04%
Others -25.96%
Portfolio Holdings shown is as of 28 Feb 2025