Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.41 | -0.21 | 126.76 |
| 6M | -4.37 | 1.19 | 126.76 |
| 1Y | 1.32 | 4.09 | 126.76 |
| 3Y | 0.00 | 13.59 | 126.76 |
Union Childrens Fund Growth managed by Union Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹83 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.64. 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.
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.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| UTI Balance Advantage Fund Growth | 0 | 3029.72 CR | 2.74 |
| IDFC Arbitrage Fund Plan B Growth | 0 | 3418.72 CR | 1 |
| Union Multi Asset Allocation Fund Growth | 0 | 963.63 CR | 2.29 |
| The Wealth Company Arbitrage Fund Growth | 0 | 154.21 CR | 0.82 |
| Union Childrens Fund Growth | 0 | 83.42 CR | 2.64 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Balance Advantage Fund Growth | -3.0823 | 0 |
| This FundIDFC Arbitrage Fund Plan B Growth | ||
| This FundUnion Multi Asset Allocation Fund Growth | 13.5626 | 0 |
| This FundThe Wealth Company Arbitrage Fund Growth | 0 | 0 |
| This FundUnion Childrens Fund Growth | 1.3234 | 0 |