Union ELSS Tax Saver Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Union ELSS Tax Saver Fund Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹857 Cr
Lock In Period
3 Years
Expense Ratio
2.57
Exit Load
Nil
Benchmark
BSE 500 Total Return
Union ELSS Tax Saver Fund Growth Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.22 | 0.92 | 6.55 |
| 6M | -0.46 | 2.30 | 20.20 |
| 1Y | -1.79 | 4.58 | 36.07 |
| 3Y | 11.38 | 15.10 | 97.35 |
Portfolio Analysis
- Equity: 97.88%
- Debt: 2.12%
- Others
As on: 2026-05-31
View allocation % by
About Fund Union ELSS Tax Saver Fund Growth
Union ELSS Tax Saver Fund Growth managed by Union Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹857 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.57. 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 |
|---|---|---|---|
| Navi ELSS Tax Saver Fund - Growth | 0 | 43.7 CR | 2.47 |
| Quantum ELSS Tax Saver Fund - Growth | 0 | 207.3 CR | 2.13 |
| Union ELSS Tax Saver Fund Growth | 2 | 856.82 CR | 2.57 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNavi ELSS Tax Saver Fund - Growth | 5.6309 | 36.3961 |
| This FundQuantum ELSS Tax Saver Fund - Growth | -7.0691 | 36.4909 |
| This FundUnion ELSS Tax Saver Fund Growth | -1.7895 | 38.1694 |
Union ELSS Tax Saver Fund Growth 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 2.57. 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 : 4.22%
- 6 Months : -0.46%
- 1 Year : -1.79%
- 3 Years : 11.38%
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 ₹857 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.
