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

Union Innovation Opp Growth Direct Plan

NAV
₹13.0400
+1.80%
(17 Mar)
AUM
1,053 Cr
TER
0.84%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+24.5%
+23.2%
+23.0%
+18.4%
+7.8%
3Y
+33.1%
+30.9%
+29.6%
+28.5%
NA
5Y
+27.0%
+25.3%
+26.3%
NA
NA
ALL
+12.1%
+16.4%
+24.0%
+25.8%
+11.1%
VOL
20.0%
19.6%
21.8%
17.2%
17.7%
TER
0.8%
0.9%
0.6%
0.9%
0.8%
AUM
₹6,545 Cr
₹1,511 Cr
₹6,086 Cr
₹2,022 Cr
₹1,053 Cr
INFO
0.60
0.84
1.10
1.50
0.62
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 28th Feb
Top holdings
The Federal Bank Ltd
4.3%
Acutaas Chemicals Ltd
4.0%
Info Edge (India) Ltd
3.9%
Eternal Ltd
3.7%
One97 Communications Ltd
3.6%
GE Vernova T&D India Ltd
3.4%
TVS Motor Co Ltd
3.1%
ZF Commercial Vehicle Control Systems India Ltd
3.0%
CG Power & Industrial Solutions Ltd
3.0%
Krishna Institute of Medical Sciences Ltd
2.8%
Top industry exposure
Consumer Cyclical
28.7%
Industrials
16.9%
Technology
10.7%
Financial Services
10.7%
Healthcare
10.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
46%
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