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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹870 Cr

Lock In Period

3 Years

Expense Ratio

2.29

Benchmark

BSE 500 Total Return

Exit Load

Nil

Summary

Latest details for Union ELSS Tax Saver Fund Growth include a ₹65.19 NAV as of Feb 13,2026 and returns since inception of 54.87%. Minimum investments start at SIP ₹500. The Union ELSS Tax Saver Fund Growth AUM is ₹870 Cr, with a lock-in of 3 Years years, expense ratio of 2.29%, and benchmark BSE 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2025-12-31
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About Fund

Union ELSS Tax Saver Fund Growth managed by Union Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹870 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.29. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundParag Parikh ELSS Tax Saver Fund Growth55768.08 CR1.72
This FundAxis ELSS Tax Saver Fund Growth232930.15 CR1.54
This FundUnion ELSS Tax Saver Fund Growth2869.66 CR2.29
This FundMotilal Oswal ELSS Tax Saver Fund Growth44188.13 CR1.83
This FundSBI ELSS Tax Saver Fund Growth531861.52 CR1.57
Fund Name1Y3Y
This FundParag Parikh ELSS Tax Saver Fund Growth5.237253.9576
This FundAxis ELSS Tax Saver Fund Growth10.331454.8436
This FundUnion ELSS Tax Saver Fund Growth13.547954.872
This FundMotilal Oswal ELSS Tax Saver Fund Growth12.312785.1019
This FundSBI ELSS Tax Saver Fund Growth12.074990.271

FAQs

Union ELSS Tax Saver 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 ELSS Tax Saver Fund Growth is 2.29. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Union ELSS Tax Saver Fund Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Union ELSS Tax Saver Fund Growth are updated daily based on NAV of ₹ 65.19 as on Feb 13,2026. Since inception, the return has been 54.87%.

You can invest in Union ELSS Tax Saver 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 ELSS Tax Saver Fund Growth is ₹870 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Union ELSS Tax Saver 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