Union Innovation & Opportunities Fund Direct Growth is an equity fund. This fund was started on 6 September, 2023. The fund is managed by Hardick Bora, Sanjay Bembalkar. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.89% |
Benchmark | NIFTY 500 Index TR IDR |
AUM | ₹601 Cr |
Inception Date | 6 September, 2023 |
Min Lumpsum/SIP | ₹1000/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 0% |
Size breakup
Union Innovation & Opportunities Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 5.26% | 5.26% |
6 Month Returns | 22.26% | 22.26% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Union Innovation & Opportunities Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Union Innovation & Opportunities Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Union Innovation & Opportunities Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Union Innovation & Opportunities Fund Direct Growth | - | - | - |