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Fund of Funds (Domestic)📊 NIFTY 50 TRI(SEBI default)

Union Gold ETF Fund Of Fund · Regular · Growth

Union Mutual Fund

#34 of 114 (1Y)

NAV

₹16.6114

as of 28 Sept 2026

Expense Ratio

0.57%

AUM

₹164 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+27.23%
3Y
—
5Y
—
Since Inception
+37.89%

SIP returns (XIRR)

1Y
+11.07%
3Y
—
5Y
—
Since Inception
+26.06%

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

Risk Metrics

Trailing 1 year, annualised

1.08

Sharpe Ratio

+0.50

Alpha

0.09

Beta

1.02

Sortino

27.84%

Std Dev

-24.61%

Max Drawdown

Portfolio Strategy

This is a Fund of Funds (FoF) that invests in units of other mutual funds rather than directly in equities or debt securities.

Tracks:NIFTY 50 TRI

Performance Comparison

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Fund Details

Fund HouseUnion Mutual Fund
CategoryFund of Funds (Domestic)
BenchmarkNIFTY 50 TRI ✓
Launch Date10 Feb 2025
AMFI Code153338
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit Load1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

What this fund does

Union Gold ETF Fund Of Fund · Regular · Growth 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 · Growth 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 ₹164 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 TRI. The current expense ratio is 0.57%.

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