Union Childrens Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Union Childrens Fund Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹90 Cr
5 Years
2.6
Nil
BSE 500 Total Return
Union Childrens Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.24 | -0.41 | 126.76 |
| 6M | 3.59 | 1.75 | 126.76 |
| 1Y | 1.93 | 4.30 | 126.76 |
| 3Y | 0.00 | 12.72 | 126.76 |
Portfolio Analysis
- Equity: 96.98%
- Debt: 3.02%
- Others
About Fund Union Childrens Fund Growth
Union Childrens Fund Growth managed by Union Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹90 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.6. 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.
Fund Managers
Gaurav Chopra
Mr. Gaurav Chopra has done B.Com, Chartered Accountant and CFA (Level III cleared). Prior to joining Union Mutual Fund, he was associated with Centrum Portfolio Management Services- Centrum Broking Ltd., Barclays Wealth Trustees (India) Pvt. Ltd. and Sharp & Tanan Associates.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| WhiteOak Capital Aggressive Hybrid Fund Growth | 0 | 311 CR | |
| Bandhan Retirement Fund Growth | 0 | 182 CR | 2.58 |
| Quantum Multi Asset Allocation Fund Growth | 0 | 57 CR | 2.06 |
| Union Childrens Fund Growth | 0 | 89 CR | 2.6 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundWhiteOak Capital Aggressive Hybrid Fund Growth | 0 | 0 |
| This FundBandhan Retirement Fund Growth | 1.3266 | 0 |
| This FundQuantum Multi Asset Allocation Fund Growth | 4.2032 | 0 |
| This FundUnion Childrens Fund Growth | 1.9293 | 0 |
Union Childrens Fund Growth FAQs
- 1 Month : -0.24%
- 6 Months : 3.59%
- 1 Year : 1.93%
- 3 Years : 0.00%
