Investment Returns (CAGR)
1 yr.
8.35%
3 yr.
15.34%
5 yr.
16.28%
Since Inception.
15.70%
Fund Size (Rs.)
65443 Cr
Exit Load
1% on or before 15D, Nil after 15D
Scheme Type
Open Ended
ISIN
INF582M01HC4
Expense Ratio
2.4%
Minimum SIP (Rs.)
Launch Date
18 Dec 2020
Fund House
Union Asset Management Company Pvt. Ltd.
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The investment objective of the Scheme is to achieve long term capital growth and generate income from a portfolio, predominantly of equity and equity related securities. The scheme will also invest in debt & money market instruments.
Fund Size (Rs.)
65443 Cr
Benchmark Index
----
Scheme Type
Open Ended
ISIN
INF582M01HC4
Expense Ratio
2.4%
Minimum SIP (Rs.)
Launch Date
18 Dec 2020
Fund House
Union Asset Management Company Pvt. Ltd.
Exit Load
1% on or before 15D, Nil after 15D
1 yr. 8.35%
3 yr. 15.34%
5 yr. 16.28%
Since Inception. 15.70%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The investment objective of the Scheme is to achieve long term capital growth and generate income from a portfolio, predominantly of equity and equity related securities. The scheme will also invest in debt & money market instruments.

