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
₹1,020 Cr
N/A
2.39
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 | -3.66 | -1.94 | 0.37 |
| 6M | 4.32 | 6.30 | 9.28 |
| 1Y | 5.91 | 2.98 | 12.52 |
| 3Y | 0.00 | 19.35 | 67.10 |
Portfolio Analysis
- Equity: 68.46%
- Debt: 31.54%
- Others
About Fund Union Multi Asset Allocation Fund Growth
Union Multi Asset Allocation Fund Growth managed by Union Mutual Fund,is a Multi Asset Allocationscheme with Assets Under Management of ₹1,020 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 2.39. 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 |
|---|---|---|---|
| Kotak Multi Asset Active FOF Growth | 0 | 79 CR | 1.09 |
| Groww Multi Asset Allocation Fund Growth | 0 | 389 CR | 2.68 |
| Union Multi Asset Allocation Fund Growth | 0 | 1,020 CR | 2.39 |
| Nippon India Multi Asset Allocation Fund Growth | 5 | 17,983 CR | 1.43 |
| ICICI Prudential Multi Asset Fund - Institutional Option - I Growth | 0 | 11,090 CR | 2.17 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundKotak Multi Asset Active FOF Growth | 0 | 0 |
| This FundGroww Multi Asset Allocation Fund Growth | 0 | 0 |
| This FundUnion Multi Asset Allocation Fund Growth | 5.5556 | 0 |
| This FundNippon India Multi Asset Allocation Fund Growth | 6.6303 | 59.128 |
| This FundICICI Prudential Multi Asset Fund - Institutional Option - I Growth | 20.4613 | 78.2682 |
Union Multi Asset Allocation Fund Growth FAQs
- 1 Month : -3.66%
- 6 Months : 4.32%
- 1 Year : 5.91%
- 3 Years : 0.00%
