Union Equity Savings Fund Direct Growth-0.18%

3Groww
0.00%
1 Year Return
Equity
Arbitrage
3.0 star
All

Fund Details

Union Equity Savings Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.30%
NAV11.02 (22 Nov 2019)
Fund Started09 Aug 2018
Fund Size225 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Union Equity Savings Fund Direct Growth
NA
NA
NA
4.1%
Category Average
3.0%
5.6%
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 6.5% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialFixed Deposits13.6%
    HDFC Bank Ltd.FinancialEquity5.5%
    Housing Development Finance Corpn. Ltd.FinancialEquity5.0%
    Reliance Industries Ltd.EnergyEquity4.9%
    Small Industries Devp. Bank of India Ltd.FinancialDebenture4.6%
    REC Ltd.FinancialDebenture4.5%
    Housing Development Finance Corpn. Ltd.FinancialDebenture4.5%
    Tata Consultancy Services Ltd.TechnologyEquity4.1%
    Adani Power Ltd.EngineeringEquity3.9%
    Infosys Ltd.TechnologyEquity2.8%
    See All

    Fund Managers

    addHardick Bora
    Education
    Mr. Bora is a CFA charterholder with the CFA Institute, USA and Bachelors in Banking and Insurance from University of Mumbai.
    Experience
    He has been with Union KBC Mutual Fund since Sep10, 2014 to Oct 24, 2016 as Research Analyst. Nov 2012 to Sep 2014 with Motilal Oswal Securities Ltd. as Sr. Manager - Institutional Research, Oct 2011 to Nov 2012 with Dolat Capital Markets Pvt Ltd. as Research Associate, Feb 2011 to Oct with Khandwala Securities Ltd. as Research Associate, Jul 2010 to Nov 2010 with Yen Management Consultants Pvt. Ltd. as Consultant, Jan 2008 to Jan 2010 with Yen Management Consultants Pvt. Ltd. as Assistant Manager and Apr 2006 to Jul 2006 with 3 Global Services Pvt. Ltd. as Customer Care Advisor.
    Funds Managed

    Other Details

    Union Equity Savings Fund Direct Growth is a Equity Mutual Fund Scheme launched by Union KBC Mutual Fund. This scheme was introduced to investors on 09 Aug 2018. Parijat Agrawal, Vinay Paharia, Hardick Bora is the Current Fund Manager of Union Equity Savings Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹225 Cr and the Latest NAV as of 22 Nov 2019 is ₹11.02.

    The Union Equity Savings Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year..

    Investment Objective

    To seek capital appreciation and/or to generate consistent returns by actively investing in a combination of diversified equity and equity related instruments, arbitrage and derivative strategies and exposure in debt and money market instruments.However, there is no assurance that the Investment Objective of the scheme will be achieved.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year.
    Exit Load

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    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
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