Union Multi Asset Allocation Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Union Multi Asset Allocation Growth Direct Plan

NAV
₹9.7700
+0.10%
(21 Nov)
AUM
860 Cr
TER
0.96%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+37.9%
+28.6%
+24.9%
+24.2%
NA
3Y
+21.7%
+17.6%
+17.5%
+18.8%
NA
5Y
+28.7%
+16.1%
NA
+21.5%
NA
ALL
+16.0%
+10.5%
+20.6%
+17.0%
-2.4%
VOL
10.6%
10.4%
8.6%
12.2%
8.0%
TER
0.6%
0.7%
1.0%
0.7%
1.0%
AUM
₹3,026 Cr
₹4,415 Cr
₹306 Cr
₹50,648 Cr
₹860 Cr
INFO
1.50
1.01
2.41
1.40
-0.30
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 15 days
Fund objective
The Scheme seeks to generate long-term capital appreciation by investing in a diversified portfolio of Equity and Equity Related Instruments, Debt and Money Market Instruments, units of Gold Exchange Traded Funds (ETFs) and / or Silver ETFs and units of REITs & InvITs as per the asset allocation pattern of the Scheme.
Fund manager(s)
Anindya Sarkar
Sanjay Bembalkar
Vinod Malviya

FAQs