Union Equity Savings Fund Growth Return
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- 3M
- 6M
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- 3Y
- 5Y
This Fund:
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BankFD:
Showing Funds Performance since Sep 07, 2020
Union Equity Savings Fund Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹1000
AUM (Fund size)
₹141 Cr
Lock In Period
N/A
Expense Ratio
2.53
Exit Load
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
Benchmark
CRISIL Short Term Debt Hybrid 75+25 Fund Index
Union Equity Savings Fund Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.35 | 0.74 | 126.02 |
| 6M | 2.35 | 2.34 | 126.02 |
| 1Y | 3.57 | 4.93 | 126.02 |
| 3Y | 7.12 | 13.68 | 126.02 |
Portfolio Analysis
- Equity: 67.91%
- Debt: 32.09%
- Others
As on: 2026-05-31
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About Fund Union Equity Savings Fund Growth
Union Equity Savings Fund Growth managed by Union Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹141 Crore. The fund benchmarks its performance against the CRISIL Short Term Debt Hybrid 75+25 Fund Index while maintaining an expense ratio of 2.53. Under the expert guidance of Sanjay Bembalkar ,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
Sanjay Bembalkar
.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| ICICI Prudential Equity Savings Fund Growth | 4 | 16499.92 CR | 0.99 |
| Franklin India Equity Savings Fund Growth | 2 | 618.95 CR | 1.62 |
| Union Equity Savings Fund Growth | 1 | 141.45 CR | 2.53 |
| Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 0 | 775.75 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Equity Savings Fund Growth | 2.6979 | 22.6624 |
| This FundFranklin India Equity Savings Fund Growth | 3.6597 | 22.7798 |
| This FundUnion Equity Savings Fund Growth | 3.5651 | 22.9196 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 125.9965 | 125.9965 |
Union Equity Savings Fund Growth FAQs
Union Equity Savings 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 Equity Savings Fund Growth is 2.53. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Union Equity Savings Fund Growth’s fund performance is as follows:
- 1 Month : 2.35%
- 6 Months : 2.35%
- 1 Year : 3.57%
- 3 Years : 7.12%
You can invest in Union Equity Savings 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 Equity Savings Fund Growth is ₹141 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Union Equity Savings Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
