Overview (as on 30 Jul 2021)

NAV

₹40

1y returns

55.279%

Fund AUM

₹372 Cr

Expense Ratio

1.89%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
31.56%
Tech
14.27%
Basic Materials
10.56%
Defensive
8.87%
Consumer
8.53%
Industrials
7.72%
Health
6.89%
Energy
5.26%
Communication
3.76%
Utilities
2.59%
Size Breakup
Large Cap
72.59%
Mid Cap
22.49%
Small Cap
4.92%

Key Metrics

Beta 

0.0

Std deviation 

17.96%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
To generate income and long-term capital appreciation by investing substantially in a portfolio consisting of equity and equity related securities. However, there can be no assurance that the investment objective of the scheme will be achieved.
Scheme Name
Union Long Term Equity Fund Direct Plan Growth Option
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Anshul Mishra
Fund House Details
Fund House
Union Asset Management Co. Pvt. Ltd.
Email
investorcare@unionkbc.com
Phone
+912224833401
Address
Union Asset Management Co. Pvt. Ltd.,Unit 802, 8th Floor, Tower ‘A’,,Peninsula Business Park, Ganpatrao Kadam Marg,,Lower Parel (West)

Other Related Plans

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Union Long Term Equity Fund Direct Plan Growth ...

NAV

₹40

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 30 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Anshul Mishra
Anshul Mishra

leader

Work Experience
"Currently he is a Fund Manager - Equity associated with Union Mutual Funds. He has around 12 years of experience in Fund Management and Banking Industry. Prior to joining Union Asset Management Company Pvt. Ltd he worked as Fund Manager - Equity for IDBI Asset Management Ltd and ING Investment Manager (AMC). He also worked as Manger - Treasury for Portfolio Managment - Equity for IDBI Bank Ltd. Mr. Mishra has B.E - Mechanical, PGDBA - Finance & Marketing and is also a CFA charterholder."
Hardick Bora
Hardick Bora

manager

Work Experience
"Mr. Bora is currently a Co-Fund Manager for Union Asset Management Company Pvt Ltd. He has over 10 years of experience in financial services sector. Previously he worked as a Research Analyst with Union AMC, Sr. Manger - Instituional Research (Pharma) for Motilal Oswal Securities Ltd, Research Associate (Pharma & Agrochemicals) for Dolat Capital Markets Pvt. Ltd, Research Associate (Pharma) for Khandwala Securites Ltd, Consultant and Assistant Manager for Yen Management Consultants Pvt. Ltd and as Customer Care Advisor for 3 Global Services Pvt. Ltd. Mr. Bora has a Bachelors in Banking & Insurance from University of Mumbai and is CFA Charterholder."

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