Home>Mutual Funds>Union Mutual Fund>Union Focused Fund Direct Growth

Union Focused Fund Direct Growth

Equity
Focused
Moderately High Risk
1.84%
1M return
-0.48% 1D
1M
6M
1Y
All
NAV: 21 Oct 2021₹18.77
Min. SIP amount₹2,000
Rating3star
Fund size₹262.48 Cr

Returns and rankings

Category: Equity Focused
Absolute returns
3M6M1YAll
Fund returns12.0%29.6%56.0%87.7%
Category averageNANA52.1%NA
Rank with in category483337NA
Understand termsinfo

Holdings (25)

NameSectorInstrumentAssets
FinancialEquity8.8%
Reliance Industries Ltd - Partly Paid Equity
EnergyPPE8.3%
FinancialEquity5.7%
TechnologyEquity5.3%
ServicesEquity5.1%
FinancialEquity4.9%
AutomobileEquity4.8%
ConstructionEquity4.7%
CommunicationEquity4.6%
TechnologyEquity4.1%
See All

Expense ratio, exit load and tax

Expense ratio: 1.83%

Inclusive of GST

Exit load

1% exit load if redeemed within 15 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹2,000

Fund management

Vinay Paharia
Jul 2019 - Present
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Hardick Bora
Jan 2021 - Present
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Fund house & investment objective

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Fund house contact details

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