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

Union Innovation Opp Growth Direct Plan

NAV
₹15.0800
-2.14%
(20 Dec)
AUM
894 Cr
TER
0.78%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+46.7%
+35.4%
+27.9%
+26.6%
+24.4%
3Y
NA
+20.1%
+23.1%
+20.4%
+35.7%
5Y
NA
+19.9%
NA
+25.2%
+25.6%
ALL
+37.5%
+17.7%
+26.1%
+16.7%
+19.4%
VOL
16.5%
17.5%
16.6%
12.9%
20.4%
TER
0.8%
0.3%
1.1%
1.3%
0.2%
AUM
₹894 Cr
₹516 Cr
₹147 Cr
₹1,990 Cr
₹2,165 Cr
INFO
2.28
1.01
1.57
1.30
0.95
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 Oct
Top holdings
Treps
6.1%
Info Edge (India) Ltd
5.2%
Zomato Ltd
3.7%
Dixon Technologies (India) Ltd
3.2%
Ami Organics Ltd
3.0%
Trent Ltd
2.9%
SJS Enterprises Ltd
2.8%
Sona BLW Precision Forgings Ltd
2.8%
Kaynes Technology India Ltd
2.7%
Garware Hi-Tech Films Ltd
2.7%
Top industry exposure
Technology
22.6%
Consumer Cyclical
22.3%
Industrials
15.7%
Communication Services
8.1%
Basic Materials
8.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
60%
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