Union Tax Saver Scheme Direct Plan
To generate income and long-term capital appreciation by investing substantially in a portfolio consisting of equity and equity related securities. However, there can be no assurance that the investment objective of the scheme will be achieved.
Suitability
Long Term Capital Appreciationalong with Tax savings u/s 80Cof Income Tax Act.
• Investment predominantly inEquity and Equity relatedportfolio
Fund Info
Scheme Type
Open-ended
Scheme Category
ELSS (Tax Savings)
Benchmark Type
S&P BSE 100
Scheme AUM (in Crs.)
₹ 227.07
Expense Ratio
2.67%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 4433
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | ELSS (Tax Savings) |
| Benchmark Type | S&P BSE 100 |
| Scheme AUM (in Crs.) | ₹ 227.07 |
| Expense Ratio | 2.67% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 4433 |
| Min Subscription | ₹ 500 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd.
Equity
9.06
Housing Development Finance Corpn. Ltd.
Equity
6.82
ITC Ltd.
Equity
6.10
Kotak Mahindra Bank Ltd.
Equity
6.01
Reliance Industries Ltd.
Equity
5.86
Maruti Suzuki India Ltd.
Equity
4.95
Infosys Ltd.
Equity
4.38
Tata Consultancy Services Ltd.
Equity
3.87
Larsen & Toubro Ltd.
Equity
3.70
HCL Technologies Ltd.
Equity
3.14
Sector Allocation(%)
Sector
Percent
FMCG
9.39
Financial
30.44
Automobile
13.37
Technology
11.39
Energy
11.25
Union KBC Mutual Fund
AUM
₹4,433 Cr
About
Union Mutual Fund is sponsored by Union Bank of India and is therefore a trusted brand for investors.##Union Mutual Fund visions to obtain prosperity by responsibly investing in the capital market. Their aim is to provide the right client, the right product at the right time. The asset management company aims at understanding the investor needs better and customizes products in a way that will be beneficial to them.##It believes in creating an investment platform which is sustainable for the long-term and helps investors to create wealth systematically. The fund house provides various mutual funds across different market capitalization and categories, in order to appeal to investors with various needs. Union Mutual Fund targets to give its investors a brilliant investing experience and choose mutual fund as an instrument for the long haul.
Launch Date
23 Mar 2011
Sponsor
NA
Email
Phone
18002002268
Address
Union Mutual Fund,7th Floor, Piramal Tower, Peninsula Corporate Park,,Ganpatrao Kadam Marg,, Mumbai - 400013
Union KBC Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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