3 Year return
12.76%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹426.55 Cr.
Expense Ratio
1.51% (inclusive of GST)
Exit Load
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Union Mutual Fund Managers
VP
Vinay Paharia
Fund Manager since Mar 2024
Fund House Details
Union Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
HDFC Focused 30 Fund |
26.43% |
3.5 |
ICICI Prudential Focused Equity Fund |
22.64% |
3.5 |
Quant Focused Fund |
21.58% |
3 |
Schemes by Union Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Union Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Union Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
Union Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Arbitrage Fund
Union Arbitrage Fund Direct Plan Growth
Hybrid . Arbitrage Fund
Union Arbitrage Fund Direct Plan IDCW Payout
About Union Focused Fund Direct Plan Growth
The Union Focused Fund Direct Plan Growth is managed by Union Mutual Fund, a well-known Asset Management Company (AMC) in India. This fund falls under the equity fund category, which means it primarily invests in a diversified portfolio of stocks to potentially generate long-term capital appreciation.
Investment Objectives of the Scheme
The primary goal of the Union Focused Fund is to achieve capital appreciation over the long term by investing in a focused portfolio of carefully selected stocks. The fund aims to identify companies with strong growth potential across various sectors and industries.
Key Features of The Fund
5-year return | 20.71% |
Expense Ratio | 1.51% |
Fund Manager | Vinay Paharia |
Fund Size | ₹426.55 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
This fund is suitable for investors who are looking for long-term capital growth and are comfortable with investing in the equity market. It's important to note that equity investments carry a certain level of risk due to market fluctuations. Therefore, this fund is better suited for investors with a higher risk appetite and a longer investment horizon, typically 5 years or more.
AMC Contact Details
Name | Union Mutual Fund |
Launch Date | 23rd March 2011 |
Addresss | Unit 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East), Mumbai - 400059 |
Contact | (022) 6748 3300 |
investorcare@unionmf.com | |
Website | https://www.unionmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Invest Right, Choose the Best SIP for You
FAQs
What is today's NAV of Union Focused Fund?
What is the AUM of Union Focused Fund?
What is the expense ratio of Union Focused Fund?
What are the returns of Union Focused Fund since inception?
What is the minimum SIP amount to invest in Union Focused Fund?
How do I invest in Union Focused Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Union Focused Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Union Focused Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Union Focused Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.