Union Retirement Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Union Retirement Fund Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹207 Cr
5 Years
2.69
Nil
BSE 500 Total Return
Union Retirement Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -6.26 | -1.90 | 8.60 |
| 6M | -4.50 | 0.59 | 64.49 |
| 1Y | -4.86 | 2.40 | 137.57 |
| 3Y | 9.34 | 11.99 | 202.94 |
Portfolio Analysis
- Equity: 97.85%
- Debt: 2.15%
- Others
About Fund Union Retirement Fund Growth
Union Retirement Fund Growth managed by Union Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹207 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.69. Under the expert guidance of Pratit Vajani ,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
Pratit Vajani
Mr. Pratit Vajani has around 6 years of experience in financial markets complemented by over 10 years of diverse professional experience. Prior to joining Union AMC, Mr. Vajani was associated with ICICI Securities Ltd as Research Analyst and PricewaterhouseCoopers Private Limited as a Management Consultant.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Tata Value Fund - Series 2 Growth | 4 | 358 CR | 1.26 |
| UTI Focussed Equity Fund Series VI - 1150 Days Growth | 0 | 410 CR | 1.39 |
| Union Retirement Fund Growth | 0 | 206 CR | 2.69 |
| Sundaram Emerging Small Cap - Series III Growth | 0 | 299 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Value Fund - Series 2 Growth | 37.4526 | 30.0897 |
| This FundUTI Focussed Equity Fund Series VI - 1150 Days Growth | 62.2482 | 30.4226 |
| This FundUnion Retirement Fund Growth | -4.8568 | 30.71 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
Union Retirement Fund Growth FAQs
- 1 Month : -6.26%
- 6 Months : -4.50%
- 1 Year : -4.86%
- 3 Years : 9.34%
