Union Mutual Fund

Union ELSS Tax Saver Fund Direct Plan Growth

₹ 64.7

NAV (Apr 17)

24.177%
5 Year CAGR
Scripbox Opinion
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Neutral
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Tax Saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

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Scripbox Recommended Tax Saving Fund
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Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn morecheveron-blue

Scheme Information

Investment Objective

The scheme seeks to achieve long-term capital appreciation by investing substantially in a portfolio consisting of equity and equity related securities.

Expense Ratio
1.46 %
Launched 12Y ago
2013-01-01
AUM in Crores
860
ISIN
INF582M01765
Lock-in (days)
1095
Benchmark
BSE 500 Total Return Index
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation
13.2
Beta
0.9
Sharpe Ratio
0.5
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

HDFC Bank Ltd.

6.67%
6.67%

ICICI Bank Ltd.

5.79%
5.79%

Reliance Industries Ltd.

4.22%
4.22%

Others

3.74%
3.74%

Bharti Airtel Ltd.

3.65%
3.65%
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Allocation by Sector

Financial

28.38%
28.38%

Technology

9.47%
9.47%

Automobile

8.39%
8.39%

Healthcare

7.72%
7.72%

Capital Goods

7.62%
7.62%
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Frequently Asked Questions

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