Fund of Funds (Domestic)regulargrowth
Union Gold ETF Fund of Fund - Regular Plan - Growth Option
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+2.89%
1 Month-9.16%
3 Months+7.53%
6 Months+23.70%
1 Year+57.39%
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Mar 2025)+55.73%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+53.49%
3 Year SIP—
5 Year SIP—
Since Inception (Mar 2025)+53.49%
Fund Details
Fund HouseUnion Mutual Fund
CategoryFund of Funds (Domestic)
Plan Typeregular
Optiongrowth
AUM₹173 Cr
Expense Ratio0.58%
Min SIP₹100
Min Lumpsum₹1,000
Launch Date04 Mar 2025
AMFI Code153338
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
Union Gold ETF Fund of Fund - Regular Plan - Growth Option by Union Mutual Fund is a Fund of Funds (Domestic) 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 Fund of Funds (Domestic) category.
About This Fund
Union Gold ETF Fund of Fund - Regular Plan - Growth Option is a Fund of Funds (Domestic) mutual fund offered by Union Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹173 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.58%.
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