Union Equity Savings Fund
Hybrid : Equity SavingsGrowth
Fund Information
113.6 Cr.
Growth
2.58%
Hybrid - Equity Savings Fund
Nifty 50 Arbitrage Index
02 Aug 2018
Union Mutual Fund
Know MorePerformance
Monthly SIP of for
Total investment ₹36,000
| Total Value | Gain | Return % | |
|---|---|---|---|
| Bank FD | 39,824 | 3,824 | 6.5% |
| Gold | 40,770 | 4,770 | 8.00% |
Fund Managed By
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Union Equity Savings Fund managed by following fund manager(s);
Return Comparison
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 Equity Savings Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Hybrid, Equity Savings 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 | 1.48% | 3.50% | 7.66% | 8.58% | 14.39% | 11.42% | 12.11% | 9.85% |
| Category Average | 0.65% | 2.14% | 4.07% | 5.74% | 10.37% | 9.61% | 9.87% | 7.92% |
| Union Equity Savings Fund | 0.65% | 1.61% | 3.21% | 4.35% | 8.55% | - | - | - |
| Kotak Equity Savings Fund | 0.04% | 3.33% | 5.90% | 6.86% | 12.12% | 11.42% | 11.25% | 9.45% |
| Edelweiss Equity Savings Fund | 0.89% | 2.69% | 5.80% | 8.58% | 12.16% | 11.15% | 10.69% | - |
| Mirae Asset Equity Savings Fund | 1.11% | 2.60% | 5.30% | 7.64% | 12.18% | 11.06% | 11.59% | - |
| SBI Equity Savings Fund | 0.82% | 1.65% | 4.23% | 4.44% | 10.06% | - | - | - |
| Invesco India Equity Savings Fund | -0.01% | 0.45% | 2.50% | 2.22% | 11.09% | - | - | - |
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 Equity Savings Fund are shown below;
Portfolio Holdings shown is as of 31 Aug 2026
Riskometer
Investors understand that their
principal
will be at Moderate risk