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Equity Savings

Union Equity Savings Fund · Direct · Growth

Union Mutual Fund

NAV

₹18.0100

as of 29 Sept 2026

Expense Ratio

2.10%

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+3.15%
3Y
+6.57%
5Y
+5.95%
Since Inception
+7.48%

SIP returns (XIRR)

1Y
+2.04%
3Y
+4.39%
5Y
+6.01%
Since Inception
+7.05%

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

What this fund does

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 8 years. The current expense ratio is 2.10%.

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