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Equity Savings

Union Equity Savings Fund · Direct · Growth

Union Mutual Fund

NAV

₹17.9600

as of 17 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+3.52%
3Y
+7.67%
5Y
+6.81%
Since Inception
+7.74%

SIP returns (XIRR)

1Y
+3.68%
3Y
+5.58%
5Y
+6.65%
Since Inception
+7.47%

Returns calculated from 09 August 2018 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Performance Comparison

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Fund Details

Fund HouseUnion Mutual Fund
CategoryEquity Savings
Launch Date09 Aug 2018
AMFI Code144312
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Union Equity Savings Fund · Direct · Growth by Union Mutual Fund is a Equity Savings 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 Equity Savings category.

About This Fund

Union Equity Savings Fund · Direct · Growth is a Equity Savings mutual fund offered by Union Mutual Fund. The fund has been operational for over 7 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations