Union Long Term Equity Fund (IDCW)

  • 5 years return (%) 15.81%
  • AUM (₹) ₹436.37 Cr
  • NAV (₹) 24.66
  • Rating 1

Performance

1Y 3Y 5Y Max
Fund Return 63.69% 25.02% 15.81% 132.67%
Category Average 65.73% 24.13% 17.71% 28.06%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
63.69%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Union Long Term Equity Fund (IDCW) 2.62 436.3683 +25%
IDBI Equity Advantage Fund - Regular (G) 2.4 544.0378 +17%
BOI AXA Tax Advantage Fund (G) 2.54 517.4894 +31%
Aditya Birla SL Tax Plan (G) 2.52 478.5318 +13%
Quant Tax Plan-(G) 2.25 433.1495 +38%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • HDFC Bank

    Automobile Sector
    Equity Instrument
    6.9% % Assets
  • ICICI Bank

    Automobile Sector
    Equity Instrument
    5.7% % Assets
  • Infosys

    Automobile Sector
    Equity Instrument
    4.8% % Assets
  • L & T Infotech

    Automobile Sector
    Equity Instrument
    4.3% % Assets
  • H D F C

    Automobile Sector
    Equity Instrument
    3.9% % Assets

AMC Details

Union Mutual Fund

  • 7300.1123 Cr

    AUM

Contact Details

Unit 503, 5th Floor, Leeela Business
Park, Andheri Kurla Road,
Andheri (East), Mumbai - 400059

022-67483300 | 022-67483401
investorcare@unionmf.com