Union Multi Asset Allocation Fund - Direct (G) - NFO
Scheme Objective
The Scheme seeks to generate long-term capital appreciation by investing in a diversified portfolio of Equity and Equity Related Instruments, Debt and Money Market Instruments, units of Gold Exchange Traded Funds (ETFs) and / or Silver ETFs and units of REITs & InvITs as per the asset allocation pattern of the Scheme. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Fund House Details
Union Mutual Fund
| Fund Name | Rating | 3 Year CAGR | 5 Year CAGR |
|---|---|---|---|
|
Union Midcap Fund - Direct Growth |
2★ | 19.04% | 35.42% |
|
Union Value Fund - Direct Growth |
2★ | 17.63% | 31.12% |
|
Union Small Cap Fund - Direct Growth |
2★ | 16.95% | 35.72% |
|
Union Large & Midcap Fund - Direct Growth |
2★ | 15.80% | 28.96% |
|
Union ELSS Tax Saver Fund - Direct Growth |
3★ | 15.02% | 28.68% |
Fund House Contact Details
FAQs
The Scheme seeks to generate long-term capital appreciation by investing in a diversified portfolio of Equity and Equity Related Instruments, Debt and Money Market Instruments, units of Gold Exchange Traded Funds (ETFs) and / or Silver ETFs and units of REITs & InvITs as per the asset allocation pattern of the Scheme. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Open date of Union Multi Asset Allocation Fund - Direct (G) 20 Aug 2024
Close date of Union Multi Asset Allocation Fund - Direct (G) 03 Sep 2024
The minimum investment amount of Union Multi Asset Allocation Fund - Direct (G) ₹1000
The Fund Manger of Union Multi Asset Allocation Fund - Direct (G) is Hardick Bora
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