Union Capital Protection Oriented Fund Series 7 Regular Growth+0.48%

3Groww
-2.79%
1 Year Return
Dynamic/Asset Allocation
Dynamic/Asset Allocation
3.0 star
6M
1Y
All

Fund Details

Union Capital Protection Oriented Fund Series 7 Regular Growth

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio2.33%
NAV11.0 (23 Aug 2019)
Fund Started28 Feb 2017
Fund Size345 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Union Capital Protection Oriented Fund Series 7 Regular Growth
-2.8%
NA
NA
4.0%
Category Average
3.9%
5.2%
3.8%
-
Rank within category
89
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with -2.8% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    National Stock Exchange Of India Ltd.FinancialEquity9.8%
    Power Grid Corporation of India Ltd.EnergyDebenture8.8%
    Power Finance Corpn. Ltd.FinancialBonds8.8%
    LIC Housing Finance Ltd.FinancialDebenture8.7%
    Export-Import Bank Of IndiaFinancialBonds8.7%
    National Bank For Agriculture & Rural DevelopmentFinancialBonds7.3%
    REC Ltd.FinancialBonds7.3%
    Nuclear Power Corpn. Of India Ltd.EnergyBonds7.3%
    NHPC Ltd.EnergyBonds5.8%
    Indian Railway Finance Corpn. Ltd.FinancialNCD5.8%
    See All

    Fund Managers

    addVinay Paharia
    Education
    Mr. Paharia holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai.
    Experience
    Prior to joining Union Mutual Fund he was associated with Religare Invesco Asset Management Company (Jan 2007-Present), DBS Cholamandalam AMC (Jan 2006-Jan 2007), K R Choksey Shares and Securities Pvt Ltd (Jan 2004-Jan 2006), First Global Stock broking Pvt. Ltd (Jun 2002-Jan 2004).
    Funds Managed

    Other Details

    Union Capital Protection Oriented Fund Series 7 Regular Growth is a Dynamic/Asset Allocation Mutual Fund Scheme launched by Union KBC Mutual Fund. This scheme was introduced to investors on 28 Feb 2017. Parijat Agrawal, Vinay Paharia, Ashish Ranawade is the Current Fund Manager of Union Capital Protection Oriented Fund Series 7 Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹345 Cr and the Latest NAV as of 23 Aug 2019 is ₹11.0.

    The Union Capital Protection Oriented Fund Series 7 Regular Growth is rated Moderately Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    The investment objective of the Scheme is to seek capital protection by investing in fixed income securities maturing on or before the tenure of the scheme and seeking capital appreciation by investing in equity and equity related instruments.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹0
    Min for Second Investment
    Nil
    Exit Load

    Compare Funds

    Union Capital Protection Oriented Fund Series 7 Regular Growth
    VS
    search

    About Union KBC Mutual Fund

    Address
    Unit 802, 8th Floor, Tower ‘A’, Peninsula Business Park, Ganpatrao Kadam Marg, Lower Parel (West) Mumbai - 400013
    Phone
    022-24833300
    Launch Date
    22 Mar 2011
    Union Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
    MOST POPULAR ON GROWW
    MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | RELIANCE  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP BLACKROCK  | AXIS  | TATA  | L&T  | SUNDARAM  | DHFL PRAMERICA  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | ESSEL  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | ESCORTS  |