PA
Parijat AgrawalFund Manager Since 6 Aug 2018
AllocationEquity Savings
Union Equity Savings Fund Regular Growth
3Y Annualised
7.60%
-0.30% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.26%
-0.30% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
9 years 6 months
NIFTY 50
6 years 6 months
FD
9 years 7 months
Fund info
Fund size
₹138.33 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0.01%
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter
Risk Profile
Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
quant Equity Savings Fund Direct Growth
2.77%
2nd
quant Equity Savings Fund Direct Payout Inc Dist cum Cap Wdrl
2.74%
3rd
quant Equity Savings Fund Direct Reinvestment Inc Dist cum Cap Wdrl
2.74%
4th
quant Equity Savings Fund Regular Growth
2.61%
5th
quant Equity Savings Fund Regular Reinvestment Inc Dist cum Cap Wdrl
2.61%
106th
Union Equity Savings Fund Regular Growth
1.26%
Fund Managers
VP
Vinay PahariaFund Manager Since 6 Aug 2018
HB
Hardick BoraFund Manager Since 6 Aug 2018
About Union Equity Savings Fund Regular Growth
Union Equity Savings Fund Regular Growth is a Allocation mutual fund scheme from Union Asset Management Co. Pvt. Ltd.. This fund has been in existence for 7 years, having been launched on 2018-08-06. Union Equity Savings Fund Regular Growth has ₹138.33 Cr worth of assets under management (AUM) as of Thu Apr 16 2026. The latest Net Asset Value (NAV) of Union Equity Savings Fund Regular Growth as of Wed Apr 15 2026 is ₹16.98. The fund has an expense ratio of 1.93%, which is medium comparable to most other Allocation funds.
Union Equity Savings Fund Regular Growth returns for the last 1 year are 4.46%. Since launch, it has delivered 7.05% average annual returns.
The Union Equity Savings Fund Regular Growth has the majority of its money invested in null, Financial Services, Energy, Communication Services sectors.
Top 5 Holdings of Union Equity Savings Fund Regular Growth.
- Power Finance Corporation Limited: 7.20%
- National Bank For Agriculture And Rural Development: 7.18%
- Bajaj Finance Ltd: 4.22%
- Future on Bajaj Finance Ltd: 3.79%
- Reliance Industries Ltd: 3.71%
AMC Information
| Name | Union Asset Management Co. Pvt. Ltd. |
|---|---|
| Founding Date | 2018-08-06 |
| investorcare@unionmf.com | |
| Phone | +91 022 67483333 |
| Website | www.unionmf.com/ |
| Address | Union Asset Management Co. Pvt. Ltd.,Unit 802, 8th Floor, Tower ‘A’,,Peninsula Business Park, Ganpatrao Kadam Marg,,Lower Parel (West) |
Tax Implications of Union Equity Savings Fund Regular Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Union Asset Management Co. Pvt. Ltd.
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20.48%
expense ratio
1.03%
fund size
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Union Dynamic Bond Fund Direct Growth Option
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expense ratio
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Union Small Cap Fund Regular Growth
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expense ratio
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fund size
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Union Flexi Cap Fund Growth
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expense ratio
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fund size
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Union Flexi Cap Fund Direct Growth Option
EquityFlexi Cap
3Y CAGR
15.10%
expense ratio
0.93%
fund size
₹2390.59 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
