Union Equity Savings Fund (IDCW)

Union Equity Savings Fund (IDCW)

ModerateEquityHybrid
Not Rated
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Scheme Details

-%

Expense Ratio

₹135 cr

Fund Size

₹1,000

Minimum Lumpsum

₹1,000

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
10.61%
7.71%
8.57%
8.2%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Union Equity Savings Fund (IDCW)
10.61%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
SBI PSU Fund - Direct (G)
48.18%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
38.32%

Holdings

Holdings
Sector Wise
N A B A R D
7.24%
GSEC2025
5.26%
GSEC2026
4.98%
Reliance Industr
4.21%
TREPS
3.81%

Fund Manager

P
Parijat Agrawal
V
Vinay Paharia
H
Hardick Bora