Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹500 | ₹500 | 1.6 % | 4★ | ₹577 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹500 | 1.6 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 4★ | ₹577 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme Objective
To generate income and long-term capital appreciation by investing substantially in a portfolio consisting of equity and equity related securities.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 3.0% | 17.7% | 11.4% | 12.7% | ||||
| Category Average | 1.1% | 16.0% | 10.3% | - |
Scheme Allocation
Holding
Sector
Asset
HDFC Bank
ICICI Bank
Infosys
Reliance Industr
St Bk of India
Others
Fund House Details
Union Long Term Equity Fund
Fund Manager
Sanjay Bembalkar
Exit Load
| Exit Load | Nil |
|---|
Advance Ratio
| -0 | 1.05 | 0.9 | 0.02 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
AMC Contact Details
Union Mutual Fund
AUM:
9,808 Cr
Address:
Unit 503, 5th Floor, Leeela Business
Park, Andheri Kurla Road,
Andheri (East), Mumbai - 400059
Contact:
022-67483300
Email ID:
investorcare@unionmf.com
Frequently Asked Questions
You can invest in Union Long Term Equity Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Union Long Term Equity Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The Union Long Term Equity Fund has delivered 12.7% since inception
The NAV of Union Long Term Equity Fund is ₹44.1 as of 30 January 2023.
The expense ratio of Union Long Term Equity Fund is 1.6 % as of 30 January 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
