Union Innovation & Opportunities Fund Growth Return
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Showing Funds Performance since Sep 07, 2020
Union Innovation & Opportunities Fund Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹1000
AUM (Fund size)
₹1,105 Cr
Lock In Period
N/A
Expense Ratio
2.14
Exit Load
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.
Benchmark
NIfty 500 Total Return
Summary
Union Innovation & Opportunities Fund Growth NAV is ₹13.98 as of 2 Jun, 2026. Union Innovation & Opportunities Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Union Innovation & Opportunities Fund Growth is ₹500. The AUM of Union Innovation & Opportunities Fund Growth is ₹1,105 Cr. The expense ratio of the fund is 2.14%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund is 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.. In the last 1M months, Union Innovation & Opportunities Fund Growth has delivered 2.75% returns.
Union Innovation & Opportunities Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.75 | -0.98 | 13.35 |
| 6M | -1.59 | 0.58 | 111.48 |
| 1Y | 6.37 | 2.95 | 221.92 |
| 3Y | 0.00 | 8.79 | 353.35 |
Portfolio Analysis
- Equity: 97.16%
- Debt: 2.84%
- Others
As on: 2026-04-30
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About Fund Union Innovation & Opportunities Fund Growth
Union Innovation & Opportunities Fund Growth managed by Union Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹1,105 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.14. 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 |
|---|---|---|---|
| Motilal Oswal Services Fund Growth | 0 | 110.41 CR | 2.47 |
| Axis Momentum Fund Growth | 0 | 1018.16 CR | 2.31 |
| Union Innovation & Opportunities Fund Growth | 0 | 1105.15 CR | 2.14 |
| ICICI Prudential PSU Equity Fund Growth | 2 | 1975.03 CR | 2.38 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1138.67 CR | 2.17 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Services Fund Growth | 0 | 0 |
| This FundAxis Momentum Fund Growth | -3.118 | 0 |
| This FundUnion Innovation & Opportunities Fund Growth | 6.367 | 0 |
| This FundICICI Prudential PSU Equity Fund Growth | 5.8624 | 95.6132 |
| This FundNippon India Taiwan Equity Fund Growth | 217.5205 | 334.9188 |
Union Innovation & Opportunities Fund Growth FAQs
Union Innovation & Opportunities 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 Innovation & Opportunities Fund Growth is 2.14. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Union Innovation & Opportunities Fund Growth’s fund performance is as follows:
- 1 Month : 2.75%
- 6 Months : -1.59%
- 1 Year : 6.37%
- 3 Years : 0.00%
You can invest in Union Innovation & Opportunities 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 Innovation & Opportunities Fund Growth is ₹1,105 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Union Innovation & Opportunities Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
