Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹1000
AUM (Fund size)
₹82 Cr
Lock In Period
5 Years
Expense Ratio
2.39
Benchmark
BSE 500 Total Return
Exit Load
Nil
Summary
Latest details for Union Childrens Fund Growth include a ₹11.25 NAV as of Apr 02,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Union Childrens Fund Growth AUM is ₹82 Cr, with a lock-in of 5 Years years, expense ratio of 2.39%, and benchmark BSE 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -9.32% returns, against a category average of -1.80% and a category best of 126.76%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -9.32 | -1.80 | 126.76 |
| 6M | -9.11 | 0.76 | 126.76 |
| 1Y | 1.35 | 4.63 | 126.76 |
| 3Y | 0.00 | 13.33 | 126.76 |
Portfolio Analysis
- Equity: 97.62%
- Debt: 2.38%
- Others
As on: 2026-02-28
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About Fund
Union Childrens Fund Growth managed by Union Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹82 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.39. Under the expert guidance of Gaurav Chopra ,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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHSBC Multi Asset Allocation Fund Growth | 0 | 2783.12 CR | 1.78 |
| This FundParag Parikh Dynamic Asset Allocation Fund Growth | 0 | 2768.32 CR | 0.63 |
| This FundIDFC Arbitrage Fund Plan B Growth | 0 | 3418.72 CR | 1 |
| This FundWhiteOak Capital Balanced Hybrid Fund Growth | 0 | 273.21 CR | 2.12 |
| This FundUnion Childrens Fund Growth | 0 | 82.34 CR | 2.39 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC Multi Asset Allocation Fund Growth | 18.413 | 0 |
| This FundParag Parikh Dynamic Asset Allocation Fund Growth | 3.2759 | 0 |
| This FundIDFC Arbitrage Fund Plan B Growth | ||
| This FundWhiteOak Capital Balanced Hybrid Fund Growth | 0.4285 | 0 |
| This FundUnion Childrens Fund Growth | 1.3477 | 0 |
FAQs
Union Childrens Fund 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 Childrens Fund Growth is 2.39. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Union Childrens Fund Growth’s fund performance is as follows:
- 1 Month : -9.32%
- 6 Months : -9.11%
- 1 Year : 1.35%
- 3 Years : 0.00%
You can invest in Union Childrens Fund 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 Childrens Fund Growth is ₹82 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Union Childrens Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500