Union Childrens Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Union Childrens Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹92 Cr

Lock In Period

5 Years

Expense Ratio

2.61

Exit Load

Nil

Benchmark

BSE 500 Total Return

Union Childrens Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.63-1.07126.76
6M3.901.13126.76
1Y4.233.27126.76
3Y0.009.39126.76

Portfolio Analysis

  • Equity: 97.33%
  • Debt: 2.67%
  • Others
As on: 2026-07-31
View allocation % by

1. HDFC Bank Ltd.3.99%
2. Axis Bank Ltd.3.41%
3. ICICI Bank Ltd.3.37%
4. Ujjivan Small Finance Bank Ltd.1.89%
5. The Federal Bank Ltd.1.48%
6. Kotak Mahindra Bank Ltd.1.29%
7. RBL Bank Ltd.1.25%
8. Karur Vysya Bank Ltd.0.68%

1. Ajanta Pharma Ltd.2.14%
2. IPCA Laboratories Ltd.2.03%
3. Sai Life Sciences Ltd.1.24%
4. Acutaas Chemicals Ltd.1.08%

1. Mphasis Ltd.1.90%
2. Infosys Ltd.1.47%
3. Tech Mahindra Ltd.0.72%
4. Billionbrains Garage Ventures Ltd.0.70%
5. Coforge Ltd.0.56%

1. Shriram Finance Ltd.1.83%
2. L&T Finance Ltd.1.00%
3. Bajaj Finance Ltd.0.96%

1. Aether Industries Ltd.1.87%
2. Aarti Industries Ltd.1.68%

1. State Bank of India2.10%
2. Indian Bank1.05%

1. S.J.S. Enterprises Ltd.1.86%
2. Endurance Technologies Ltd.1.28%

1. Reliance Industries Ltd.3.11%

1. Mahindra & Mahindra Ltd.1.71%
2. Maruti Suzuki India Ltd.1.02%

1. Gabriel India Ltd.2.71%

1. Bharti Airtel Ltd.2.67%

1. Amber Enterprises India Ltd.1.56%
2. Eureka Forbes Ltd.1.05%

1. Gokaldas Exports Ltd.1.46%
2. Arvind Fashions Ltd.1.06%

1. Voltamp Transformers Ltd.1.19%
2. GE Vernova T&D India Ltd.1.18%

1. One 97 Communications Ltd.2.09%

1. JSW Energy Ltd.1.99%

1. Nippon Life India Asset Management Ltd.1.81%

1. Max Financial Services Ltd.1.66%

1. KEI Industries Ltd.1.65%

1. Fortis Healthcare Ltd.1.52%

1. Inventurus Knowledge Solutions Ltd.1.50%

1. SRF Ltd.1.41%

1. ZF Commercial Vehicle Control Systems India Ltd.1.36%

1. Bharat Heavy Electricals Ltd.1.36%

1. CG Power and Industrial Solutions Ltd.1.32%

1. Larsen & Toubro Ltd.1.31%

1. Timken India Ltd.1.25%

1. Hindustan Uever Ltd.1.14%

1. Jindal Steel Ltd.1.13%

1. The Phoenix Mills Ltd.1.05%

1. Tata Motors Ltd.1.05%

1. Doms Industries Ltd.1.03%

1. Arvind Ltd.1.02%
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About Fund Union Childrens Fund Growth

Union Childrens Fund Growth managed by Union Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹92 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.61. 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 NameRatingsAUMExpense Ratio
WhiteOak Capital Aggressive Hybrid Fund Growth0435 CR29.61
Baroda BNP Paribas Retirement Fund Growth0401 CR2.68
Union Childrens Fund Growth091 CR2.61
Fund Name1Y3Y
This FundWhiteOak Capital Aggressive Hybrid Fund Growth00
This FundBaroda BNP Paribas Retirement Fund Growth5.37570
This FundUnion Childrens Fund Growth4.22980

Union Childrens Fund Growth 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 2.61. 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 : 1.63%
  • 6 Months : 3.90%
  • 1 Year : 4.23%
  • 3 Years : 0.00%
Returns of Union Childrens Fund Growth are updated daily based on NAV of ₹ 13.06 as on Aug 20,2026. Since inception, the return has been 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 ₹92 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.