|Min SIP Amount||₹500|
|NAV||₹20.43 (22 Jun 2021)|
|Fund Started||23 Dec 2011|
|Fund Size||₹356 Cr|
|HDFC Bank Ltd.||Financial||Equity||8.1%|
|ICICI Bank Ltd.||Financial||Equity||6.7%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||4.5%|
|Reliance Industries Ltd.||Energy||Equity||4.1%|
|Avenue Supermarts Ltd.||Services||Equity||2.6%|
|State Bank of India||Financial||Equity||2.3%|
|Bajaj Finance Ltd.||Financial||Equity||2.3%|
|Axis Bank Ltd.||Financial||Equity||2.2%|
|Bharti Airtel Ltd.||Communication||Equity||2.2%|
Union Long Term Equity Fund IDCW is a Equity Mutual Fund Scheme launched by Union Mutual Fund. This scheme was made available to investors on 23 Dec 2011. Ashish Ranawade is the Current Fund Manager of Union Long Term Equity Fund IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹356 Cr and the Latest NAV as of 22 Jun 2021 is ₹20.43.
The Union Long Term Equity Fund IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.
The scheme seeks to achieve long-term capital appreciation by investing substantially in a portfolio consisting of equity and equity related securities.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.