Union Focused Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Union Focused Fund Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹462 Cr
N/A
2.56
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
BSE 500 Total Return
Union Focused Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -6.08 | -1.09 | 2.31 |
| 6M | 11.06 | 4.05 | 31.64 |
| 1Y | 3.85 | 4.23 | 28.06 |
| 3Y | 9.25 | 13.88 | 71.96 |
Portfolio Analysis
- Equity: 98.77%
- Debt: 1.23%
- Others
About Fund Union Focused Fund Growth
Union Focused Fund Growth managed by Union Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹462 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.56. Under the expert guidance of Vinod Malviya ,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
Vinod Malviya
Mr. Vinod Malviya has done Bachelors of Management Studies, Masters in Financial Management and CFA (Level-III cleared). Prior to joining Union Mutual Fund, he was associated with Florintree Advisors Pvt. Ltd., East India Securities Ltd. and Amit Nalin Securities Pvt. Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| LIC MF Focused Fund Growth | 0 | 175 CR | 3.82 |
| Sundaram Focused Fund Growth | 1 | 1,096 CR | 2.28 |
| Union Focused Fund Growth | 1 | 462 CR | 2.56 |
| Invesco India Focused Fund Growth | 4 | 6,453 CR | 1.94 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundLIC MF Focused Fund Growth | 3.3873 | 27.0557 |
| This FundSundaram Focused Fund Growth | 1.4424 | 28.1984 |
| This FundUnion Focused Fund Growth | 3.8522 | 30.4047 |
| This FundInvesco India Focused Fund Growth | 2.2448 | 65.3396 |
Union Focused Fund Growth FAQs
- 1 Month : -6.08%
- 6 Months : 11.06%
- 1 Year : 3.85%
- 3 Years : 9.25%
