Union Equity Savings Fund Direct Reinvestment 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 Reinvestment of Income Distribution cum capital withdrawal | Absolute Returns | CAGR Returns |
1 Month Returns | 0.88% | 0.88% |
6 Month Returns | 8.24% | 8.24% |
1 Year Returns | 15.33% | 15.33% |
3 Years Returns | 27.85% | 8.54% |
5 Years Returns | 52.86% | 8.86% |
AAA | 100 |