Union Equity Savings Fund Direct Growth+0.45%

3Groww
0.00%
1 Year Return
Equity
Arbitrage
3.0star
6M
All

Fund Details

Union Equity Savings Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.41%
NAV11.20 (19 Feb 2020)
Fund Started09 Aug 2018
Fund Size195 Cr

Comparison

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Pros
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Cons
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Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity5.8%
Housing Development Finance Corpn. Ltd.FinancialEquity5.5%
Reliance Industries Ltd.EnergyEquity5.3%
Small Industries Devp. Bank of India Ltd.FinancialDebenture5.2%
REC Ltd.FinancialDebenture5.0%
Housing Development Finance Corpn. Ltd.FinancialDebenture5.0%
ICICI Bank Ltd.FinancialFixed Deposits5.0%
Adani Power Ltd.EngineeringEquity4.1%
ICICI Bank Ltd.FinancialEquity3.5%
Tata Consultancy Services Ltd.TechnologyEquity3.4%
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 ₹195 Cr and the Latest NAV as of 19 Feb 2020 is ₹11.20.

The Union Equity Savings Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. 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.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
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
23 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,
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