Union Innovation Opp Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Union Innovation Opp Growth Direct Plan

NAV
₹14.2500
+0.71%
(27 Jun)
AUM
949 Cr
TER
0.73%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+9.9%
+0.5%
-2.0%
-3.4%
-4.2%
3Y
NA
+39.9%
+40.9%
+37.9%
+37.6%
5Y
NA
+31.9%
+30.8%
+33.3%
+34.1%
ALL
+21.6%
+12.3%
+17.5%
+26.6%
+16.0%
VOL
19.0%
20.3%
19.8%
22.6%
19.2%
TER
0.7%
0.8%
0.9%
0.5%
0.9%
AUM
₹949 Cr
₹5,259 Cr
₹1,394 Cr
₹5,582 Cr
₹7,417 Cr
INFO
1.14
0.60
0.88
1.17
0.83
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Union Innovation Opp (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
Treps
5.8%
Suzlon Energy Ltd
4.1%
GE Vernova T&D India Ltd
4.0%
Info Edge (India) Ltd
3.9%
Affle 3i Ltd
3.4%
Bharat Electronics Ltd
3.4%
Eternal Ltd
3.1%
The Federal Bank Ltd
3.1%
PB Fintech Ltd
3.0%
Acutaas Chemicals Ltd
3.0%
Top industry exposure
Consumer Cyclical
24.5%
Industrials
22.6%
Financial Services
10.8%
Technology
10.4%
Communication Services
8.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
55%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the Scheme is to achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative Companies.. However, there is no assurance that the Investment Objective of the Scheme will be achieved.
Fund manager(s)
Sanjay Bembalkar
Gaurav Chopra

FAQs