Union Tax Saver Fund Direct-Growth-1.40%

2Groww
0.37%
1 Year Return
Equity
ELSS
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Union Tax Saver Fund Direct-Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.92%
NAV24.7 (19 Jul 2019)
Fund Started01 Jan 2013
Fund Size253 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Union Tax Saver Fund Direct-Growth
0.4%
7.0%
6.5%
10.0%
Category Average
-4.6%
11.9%
13.7%
-
Rank within category
13
30
29
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 0.4% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    FinancialEquity8.5%
    EnergyEquity6.9%
    FinancialEquity4.6%
    TechnologyEquity4.5%
    Tata Consultancy Services Ltd.TechnologyEquity4.0%
    FMCGEquity3.8%
    FinancialEquity3.6%
    FinancialEquity3.5%
    FinancialEquity3.2%
    FinancialEquity2.9%
    See All

    Fund Managers

    addAnshul Mishra
    Education
    Mr. Mishra is a B.E (Mechanical Engineering), CFA and PGDM (Finance & Marketing)
    Experience
    Prior to joining Union Mutual Fund, he has worked with IDBI AMC - Fund Manager - Equity, AVP - Equity Dealer and Research, ING Investment Management (India) Private Limited (April 2008 - May 2011) and as Manager - Investments (Equity) Treasury, IDBI Bank Ltd. (May 2005 -March 2008)
    Funds Managed

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    Union Tax Saver Fund Direct-Growth
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    About Union KBC Mutual Fund

    Union KBC Mutual Fund started their mutual fund on 23/03/2011 and its managing total assets of ₹3,811 Cr. Its ranked at 30 as per total assets at end of 30th Sep 2017.

    Union Mutual Fund is sponsored by Union Bank of India and is therefore a trusted brand for investors.

    Union Mutual Fund visions to obtain prosperity by responsibly investing in the capital market. Their aim is to provide the right client, the right product at the right time. The asset management company aims at understanding the investor's needs better and customizes products in a way that will be beneficial to them.

    It believes in creating an investment platform which is sustainable for the long-term and helps investors to create wealth systematically. The fund house provides various mutual funds across different market capitalization and categories, in order to apppeal to investors with various needs. Union Mutual Fund targets to give its investors a brilliant investing experience and choose mutual fund as an instrument for the long haul.

    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
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    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.
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