Union Gold ETF · Regular · Growth
NAV
₹146.0248
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
AUM
₹259 Cr
Lumpsum returns (CAGR)
- 1Y
- +49.31%
- 3Y
- —
- 5Y
- —
- Since Inception
- +49.92%
SIP returns (XIRR)
- 1Y
- +37.85%
- 3Y
- —
- 5Y
- —
- Since Inception
- +43.30%
₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,655
Value today
46.9%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹8,23,930
Value today
-17.0%
vs lumpsum
Direct lumpsum would have beaten STP by 17.0% — but STP reduced timing risk
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised1.56
Sharpe Ratio
—
Alpha
—
Beta
1.50
Sortino
24.64%
Std Dev
-22.15%
Max Drawdown
Portfolio Strategy
This is an Exchange Traded Fund (ETF) listed on Indian stock exchanges. It passively tracks an index or commodity.
Performance Comparison
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Fund Details
Available transactions
Investment Objective
Union Gold ETF · Regular · Growth is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.
About This Fund
Union Gold ETF · Regular · Growth is a Gold ETF mutual fund offered by Union Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹259 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Domestic Price of Gold.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations