Union ELSS Tax Saver Fund Direct Plan Growth Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Hardick Bora, Sanjay Bembalkar. The fund could potentially beat inflation in the long-run.
Expense ratio | 1.53% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹847 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 0% |
Lock In | 3 Years |
TurnOver | 44.22% |
Size breakup
Union ELSS Tax Saver Fund Direct Plan Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | 3.48% | 3.48% |
6 Month Returns | 22% | 22% |
1 Year Returns | 39.08% | 39.08% |
3 Years Returns | 80.85% | 21.84% |
5 Years Returns | 147.89% | 19.91% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Union ELSS Tax Saver Fund Direct Plan Growth Option | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Union ELSS Tax Saver Fund Direct Plan Growth Option | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Union ELSS Tax Saver Fund Direct Plan Growth Option | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Union ELSS Tax Saver Fund Direct Plan Growth Option | 8.7 | 11.91 | 17.74 |