Union Multi Asset Allocation Fund - Direct (G): NFO Details
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.
Risk-o-meter
moderate Moderate Moderately
High High Very
High
Fund House Details
More Funds from Union Mutual Fund
| Fund Name | Rating | 3 Year CAGR | 5 Year CAGR |
|---|---|---|---|
| Union Midcap Fund - Direct Growth |
3★ | 20.50% | 23.37% |
| Union Small Cap Fund - Direct Growth |
2★ | 18.64% | 23.53% |
| Union Value Fund - Direct Growth |
2★ | 18.36% | 19.59% |
| Union Retirement Fund - Direct Growth |
3★ | 18.04% | - |
| Union Large & Midcap Fund - Direct Growth |
2★ | 16.41% | 18.15% |
Fund House Contact Details
Other Calculators
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
Mutual Fund Blogs
How to Diversify a Mutual Fund Portfolio the Right Way?
Most people start worrying about diversification only after they’ve already invested. That’s nor...
Can I Withdraw My Mutual Fund Investment Anytime? Exit Rules Explained
At some point, almost every investor asks the same practical question: can I withdraw from a mutual ...
Can Government Employees Invest in Mutual Funds? Rules and Practical Points
Government employees often ask whether they can invest in mutual funds and how the process works for...
