Union Long Term Equity Fund (IDCW)

Union Long Term Equity Fund (IDCW)

Very HighEquityTax Saving
Not Rated
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Scheme Details

-%

Expense Ratio

₹931 cr

Fund Size

₹500

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
21.45%
12.87%
19.46%
15.1%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Union Long Term Equity Fund (IDCW)
21.45%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
Sundaram Emerging Small Cap Series V - Dir (G)
8.3%

Holdings

Holdings
Sector Wise
Reliance Industr
8.19%
Infosys
7.53%
ICICI Bank
7.28%
HDFC Bank
5.43%
TREPS
4.4%

Fund Manager

V
Vinay Paharia
H
Hardick Bora