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.)
₹ 247.71
Expense Ratio
2.7%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 4433
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd
Equity
8
Reliance Industries Ltd
Equity
8
Infosys Ltd
Equity
5
ICICI Bank Ltd
Equity
5
ITC Ltd
Equity
4
Tata Consultancy Services Ltd
Equity
4
Axis Bank Ltd
Equity
4
Kotak Mahindra Bank Ltd
Equity
3
Housing Development Finance Corp Ltd
Equity
3
Treps / Reverse Repo Investments
Cash - Repurchase Agreement
3
Asset Allocation(%)
Equity
98
Cash - Repurchase Agreement
3
Cash
1
Bond - Gov't Treasury
0
Sector Allocation(%)
Sector
Percent
Banks - Regional - Asia
24
Information Technology Services
10
Oil & Gas Refining & Marketing
9
Engineering & Construction
4
Auto Manufacturers
4
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.
Email
Phone
18002002268
Address
Unit No. 503, 5th Floor, Leela Business Park, Andheri Kurla Road,,Andheri (East) Mumbai - 400059, Mumbai - 400059
Union KBC Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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