Union Capital Protection Oriented Fund - Series 8 Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Union Capital Protection Oriented Fund - Series 8 Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹324 Cr

Lock In Period

N/A

Expense Ratio

1.11

Exit Load

Nil

Benchmark

Crisil MIP Blended Index

Union Capital Protection Oriented Fund - Series 8 Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.20-0.52297.26
6M-1.092.13315.31
1Y-3.285.21339.02
3Y0.0012.6055.84

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2020-08-31
View allocation % by
No Data Found
No Data Found

About Fund Union Capital Protection Oriented Fund - Series 8 Growth

Union Capital Protection Oriented Fund - Series 8 Growth managed by Union Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹324 Crore. The fund benchmarks its performance against the Crisil MIP Blended Index while maintaining an expense ratio of 1.11. Under the expert guidance of Vinay Paharia ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Vinay Paharia

Mr. Vinay holds a Commerce degree and holds an MMS degree from Welingkar Institute of Management, Mumbai. He is also a Chartered Financial Analyst from ICFAI. He has over 8 years experience in equity research. Prior to joining Religare Asset Management, Vinay was an Equity Research Analyst with DBS Cholamandalam AMC. Prior to DBS Cholamandalam AMC, Vinay worked with KRC, a domestic broking house, as an Analyst in the PMS division and as a sell side analyst with First Global.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ICICI Prudential Multiple Yield Fund - Series 9 Plan A Growth069 CR1.95
Union Capital Protection Oriented Fund - Series 8 Growth0324 CR1.11
Fund Name1Y3Y
This FundICICI Prudential Multiple Yield Fund - Series 9 Plan A Growth3.6010
This FundUnion Capital Protection Oriented Fund - Series 8 Growth-3.22180

Union Capital Protection Oriented Fund - Series 8 Growth FAQs

Union Capital Protection Oriented Fund - Series 8 Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Union Capital Protection Oriented Fund - Series 8 Growth is 1.11. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Union Capital Protection Oriented Fund - Series 8 Growth’s fund performance is as follows:
  • 1 Month : 0.20%
  • 6 Months : -1.09%
  • 1 Year : -3.28%
  • 3 Years : 0.00%
Returns of Union Capital Protection Oriented Fund - Series 8 Growth are updated daily based on NAV of ₹ 10.4768 as on Sep 11,2020. Since inception, the return has been 0.00%.

You can invest in Union Capital Protection Oriented Fund - Series 8 Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Union Capital Protection Oriented Fund - Series 8 Growth is ₹324 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Union Capital Protection Oriented Fund - Series 8 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.