Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹1,000 | ₹1,000 | 0.31 % | 0★ | ₹68 | 4 Months |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹1,000 | ₹1,000 | 0.31 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 0★ | ₹68 Cr | 4 Months |
| Rating | Fund Size | Fund Age |
Scheme Objective
The investment objective of the Scheme is to generate long term capital gains by investing in a mix of securities comprising of equity, equity related securities and debt instruments as per the asset allocation pattern of the Scheme with a view to provide a retirement investment solution to investors. However, there is no assurance that the Investment Objective of the Scheme will be achieved.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | -3.0% | ||||
| Category Average | 1.1% | 16.0% | 10.3% | - |
Scheme Allocation
Holding
Sector
Asset
HDFC Bank
ICICI Bank
Infosys
Reliance Industr
TCS
Others
Fund House Details
Union Retirement Fund
Fund Manager
Hardick Bora
Exit Load
| Exit Load | Nil |
|---|
Advance Ratio
| -0.06 | 0.95 | 0.85 | 0.07 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
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 Retirement 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 Retirement 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 Retirement Fund has delivered -3.0% since inception
The NAV of Union Retirement Fund is ₹9.7 as of 30 January 2023.
The expense ratio of Union Retirement Fund is 0.31 % 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”.
