Union Tax Saver Scheme Direct Plan
Scheme Type
Open-ended
Scheme Category
ELSS (Tax Savings)
Benchmark Type
S&P BSE 100
Scheme AUM (in Crs.)
₹ 215.8
Expense Ratio
1.97%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 4433
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
23 Mar 2011
Sponsor
NA
Email
Phone
022 - 24833300
Address
Union Mutual Fund,7th Floor, Piramal Tower, Peninsula Corporate Park,,Ganpatrao Kadam Marg,, Mumbai - 400013
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,924
Portfolio Value
₹-76
Total Returns
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