Union Innovation & Opportunities Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Union Innovation & Opportunities Fund Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹1,344 Cr
N/A
2.34
1% if units are redeemed/switched out on or before completion of 1 year from the date of allotment.Nil if redeemed or switched out after completion of 1 year from the date of allotment of units.
NIfty 500 Total Return
Union Innovation & Opportunities Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.93 | -1.70 | 8.60 |
| 6M | 27.65 | 1.53 | 38.69 |
| 1Y | 9.98 | 2.77 | 121.39 |
| 3Y | 16.45 | 10.19 | 329.91 |
Portfolio Analysis
- Equity: 97.37%
- Debt: 2.63%
- Others
About Fund Union Innovation & Opportunities Fund Growth
Union Innovation & Opportunities Fund Growth managed by Union Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹1,344 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.34. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Invesco India PSU Equity Fund Growth | 1 | 1,447 CR | 2.45 |
| ICICI Prudential Innovation Fund Growth | 0 | 8,012 CR | 2.14 |
| Union Innovation & Opportunities Fund Growth | 0 | 1,344 CR | 2.34 |
| UTI Gold Exchange Traded Fund Growth | 0 | 4,513 CR | 0.59 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,128 CR | 2.4 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundInvesco India PSU Equity Fund Growth | -2.8616 | 56.5636 |
| This FundICICI Prudential Innovation Fund Growth | 1.7448 | 57.868 |
| This FundUnion Innovation & Opportunities Fund Growth | 9.9789 | 57.9213 |
| This FundUTI Gold Exchange Traded Fund Growth | 28.0865 | 151.2274 |
| This FundNippon India Taiwan Equity Fund Growth | 118.4397 | 312.5131 |
Union Innovation & Opportunities Fund Growth FAQs
- 1 Month : -3.93%
- 6 Months : 27.65%
- 1 Year : 9.98%
- 3 Years : 16.45%
