Union Trigger Fund Series 2 Direct Growth

Union Trigger Fund Series 2 Direct Growth

Equity
Diversified
NAV: 04 Jan '18
₹12.92
Min. SIP amount
Not Supported
Fund size
₹156.52 Cr
Expense ratio
2.20%

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
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Fund returns--------
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Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

About Union Trigger Fund Series 2 Direct Growth

Union Trigger Fund Series 2 Direct Growth is a Equity Mutual Fund Scheme launched by Union Mutual Fund. This scheme was made available to investors on 30 Dec 2009. The fund currently has an Asset Under Management(AUM) of ₹24,759 Cr and the Latest NAV as of 04 Jan 2018 is ₹12.92. The Union Trigger Fund Series 2 Direct Growth is rated NA risk. ;

Investment Objective

The scheme seeks to generate capital appreciation by investing in a portfolio of Equity and Equity related securities, predominantly constituted of Companies in S&P BSE 200 Index.
Fund benchmarkBSE 200 Index

Fund house

Rank (total assets)#27 in India
Total AUM₹24,758.95 Cr
Date of Incorporation30 Dec 2009
Phone(022) 6748 3300
Launch Date30 Dec 2009
AddressUnit 503, 5th Floor,Leela Business Park, Andheri Kurla Road,Andheri (East) Mumbai 400059
CustodianNA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,