MF
MFGenie.ai
Children's Fund

Union Children's Fund · Regular · Growth

Union Mutual Fund

#6 of 12 (1Y)

NAV

₹12.8000

as of 31 Jul 2026

Expense Ratio

see scheme documents

AUM

₹84 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+3.14%
3Y
5Y
Since Inception
+9.90%

SIP returns (XIRR)

1Y
+6.20%
3Y
5Y
Since Inception
+6.75%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

0.15

Sharpe Ratio

Alpha

Beta

0.15

Sortino

14.85%

Std Dev

-14.13%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseUnion Mutual Fund
CategoryChildren's Fund
Launch Date28 Nov 2023
AMFI Code152217
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit LoadNIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Union Children's Fund · Regular · Growth by Union Mutual Fund is a Children's Fund fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Children's Fund category.

About This Fund

Union Children's Fund · Regular · Growth is a Children's Fund mutual fund offered by Union Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹84.3 Cr, reflecting investor confidence in the fund's strategy.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Parents or guardians planning for their child's future education and other goals
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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