Union Multi Asset Allocation Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Union Multi Asset Allocation Fund Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹978 Cr
N/A
2.38
1% if units are redeemed/switched out on or before completion of 15 days from the date of allotment. Nil if redeemed or switched out after completion of 15 days from the date of allotment of units.
Nifty 50 Total Returns Index
Union Multi Asset Allocation Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.67 | -1.08 | 126.76 |
| 6M | 0.33 | 0.40 | 126.76 |
| 1Y | 12.37 | 2.57 | 126.76 |
| 3Y | 0.00 | 10.60 | 126.76 |
Portfolio Analysis
- Equity: 69.53%
- Debt: 30.47%
- Others
About Fund Union Multi Asset Allocation Fund Growth
Union Multi Asset Allocation Fund Growth managed by Union Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹978 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 2.38. 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 |
|---|---|---|---|
| UTI Balance Advantage Fund Growth | 0 | 3,021 CR | 1.98 |
| WhiteOak Capital Balanced Hybrid Fund Growth | 0 | 291 CR | 2.3 |
| Union Multi Asset Allocation Fund Growth | 0 | 978 CR | 2.38 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Balance Advantage Fund Growth | -1.4184 | 0 |
| This FundWhiteOak Capital Balanced Hybrid Fund Growth | 2.856 | 0 |
| This FundUnion Multi Asset Allocation Fund Growth | 12.3721 | 0 |
Union Multi Asset Allocation Fund Growth FAQs
- 1 Month : 0.67%
- 6 Months : 0.33%
- 1 Year : 12.37%
- 3 Years : 0.00%
