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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹75 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 ₹12.23 NAV as of Apr 20,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Union Childrens Fund Growth AUM is ₹75 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 5.62% returns, against a category average of -1.42% and a category best of 126.76%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M5.62-1.42126.76
6M-4.010.39126.76
1Y7.482.77126.76
3Y0.008.71126.76

Portfolio Analysis

  • Equity: 96.35%
  • Debt: 3.65%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd.4.21%
2. ICICI Bank Ltd.3.48%
3. The Federal Bank Ltd.2.61%
4. Axis Bank Ltd.2.15%
5. Ujjivan Small Finance Bank Ltd.1.64%
6. Karur Vysya Bank Ltd.1.20%
7. Kotak Mahindra Bank Ltd.0.98%

1. IPCA Laboratories Ltd.2.29%
2. Ajanta Pharma Ltd.2.13%
3. Acutaas Chemicals Ltd.1.96%
4. Sai Life Sciences Ltd.1.13%

1. Shriram Finance Ltd.2.16%
2. L&T Finance Ltd.0.95%
3. Bajaj Finance Ltd.0.83%

1. Reliance Industries Ltd.3.93%

1. State Bank of India2.47%
2. Indian Bank1.31%

1. Infosys Ltd.2.01%
2. Mphasis Ltd.1.58%

1. Bharti Airtel Ltd.2.97%

1. Amber Enterprises India Ltd.1.59%
2. Eureka Forbes Ltd.1.27%

1. S.J.S. Enterprises Ltd.1.48%
2. Endurance Technologies Ltd.1.26%

1. GE Vernova T&D India Ltd.1.35%
2. Voltamp Transformers Ltd.1.29%

1. Aarti Industries Ltd.1.60%
2. Aether Industries Ltd.0.92%

1. Gokaldas Exports Ltd.1.28%
2. Arvind Fashions Ltd.1.17%

1. Mahindra & Mahindra Ltd.1.83%
2. Maruti Suzuki India Ltd.0.50%

1. CG Power and Industrial Solutions Ltd.1.23%
2. Schneider Electric Infrastructure Ltd.1.03%

1. Gabriel India Ltd.1.98%

1. Max Financial Services Ltd.1.91%

1. Jindal Steel Ltd.1.83%

1. JSW Energy Ltd.1.79%

1. KEI Industries Ltd.1.64%

1. SRF Ltd.1.61%

1. Campus Activewear Ltd.1.59%

1. Timken India Ltd.1.58%

1. Nippon Life India Asset Management Ltd.1.54%

1. Fortis Healthcare Ltd.1.44%

1. Larsen & Toubro Ltd.1.44%

1. TVS Motor Company Ltd.1.41%

1. Hindustan Uever Ltd.1.37%

1. One 97 Communications Ltd.1.37%

1. Doms Industries Ltd.1.29%

1. Bharat Electronics Ltd.1.26%

1. Inventurus Knowledge Solutions Ltd.1.21%

1. Titan Company Ltd.1.21%

1. Swiggy Ltd.1.17%

1. ZF Commercial Vehicle Control Systems India Ltd.1.13%

1. Info Edge (India) Ltd.1.04%

1. Coromandel International Ltd.1.04%

1. The Phoenix Mills Ltd.1.03%

About Fund

Union Childrens Fund Growth managed by Union Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹75 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.

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
This FundHelios Balanced Advantage Fund Growth0291.86 CR2.43
This FundUnion Childrens Fund Growth074.62 CR2.39
Fund Name1Y3Y
This FundHelios Balanced Advantage Fund Growth4.4280
This FundUnion Childrens Fund Growth7.48240

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 : 5.62%
  • 6 Months : -4.01%
  • 1 Year : 7.48%
  • 3 Years : 0.00%
Returns of Union Childrens Fund Growth are updated daily based on NAV of ₹ 12.23 as on Apr 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 ₹75 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