| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.98% |
| NAV | ₹24.7 (17 May 2019) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹250 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 8.1% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 6.5% |
| ITC Ltd. | FMCG | Equity | 6.2% |
| Larsen & Toubro Ltd. | Construction | Equity | 6.1% |
| Reliance Industries Ltd. | Energy | Equity | 5.6% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 5.3% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.0% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 3.5% |
| Hero Motocorp Ltd. | Automobile | Equity | 3.0% |
| Bajaj Finserv Ltd. | Financial | Equity | 2.5% |
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.