Union Tax Saver Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Tax Planning
Benchmark Type
S&P BSE 100
Scheme AUM (in Crs.)
₹ 215.64
Expense Ratio
1.98%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 4433
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
23.46
(0.43 %)
NAV as on 2018-11-15
Returns
Fund
Union Tax Saver Fund - Direct Plan
1 Year
-1.39%
3 Year
6.66%
5 Year
11.2%
AMC Details
amc launch date
Launch Date
23 Mar 2011
amc sponsor
Sponsor
NA
amc email
Email
investorcare@unionmf.com
amc phone
Phone
022 - 24833300
amc address
Address
Unit 802, 8th Floor, Tower A, Peninsula Business Park, Ganpatrao Kadam Marg, Lower Parel West, 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
The scheme seeks to achieve long-term capital appreciation by investing substantially in a portfolio consisting of equity and equity related securities.
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?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,976
Portfolio Value
-24
Total Returns