Union Equity Savings Fund Direct Payout of Income Distribution cum capital withdrawal is a hybrid fund. This fund was started on 6 August, 2018. The fund is managed by Hardick Bora, Sanjay Bembalkar. This fund gives you the benefit of diversification.
Expense ratio | 1.78% |
Benchmark | Crisil Equity Savings Index TR INR |
AUM | ₹157 Cr |
Inception Date | 6 August, 2018 |
Min Lumpsum/SIP | ₹1000/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 101.31% |
Size breakup
Union Equity Savings Fund Direct Payout of Income Distribution cum capital withdrawal | Absolute Returns | CAGR Returns |
1 Month Returns | 0.88% | 0.88% |
6 Month Returns | 7.04% | 7.04% |
1 Year Returns | 14.57% | 14.57% |
3 Years Returns | 26.77% | 8.23% |
5 Years Returns | 52% | 8.73% |
AAA | 100 |