VP
Vinay PahariaFund Manager Since 13 Aug 2019
EquityFocused Fund
Union Focused Fund Regular Growth
3Y Annualised
14.84%
0.53% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.79%
0.53% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years
NIFTY 50
4 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹400.19 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
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
L&T Focused Equity Fund Direct Reinvestment of Income Dis cum Cap Wrdl
9.37%
2nd
L&T Focused Equity Fund Direct Payout of Income Dis cum Cap Wrdl
9.37%
3rd
L&T Focused Equity Fund Direct Growth
9.36%
4th
L&T Focused Equity Fund Regular Growth
9.26%
5th
L&T Focused Equity Fund Regular Payout of Income Dis cum Cap Wrdl
9.25%
40th
Union Focused Fund Regular Growth
2.79%
Fund Managers
HB
Hardick BoraFund Manager Since 6 Jan 2021
About Union Focused Fund Regular Growth
Union Focused Fund Regular Growth is a Equity mutual fund scheme from Union Asset Management Co. Pvt. Ltd.. This fund has been in existence for 5 years, having been launched on 2019-08-13. Union Focused Fund Regular Growth has ₹400.19 Cr worth of assets under management (AUM) as of Sun May 25 2025. The latest Net Asset Value (NAV) of Union Focused Fund Regular Growth as of Fri May 23 2025 is ₹24.69. The fund has an expense ratio of 2.49%, which is medium comparable to most other Equity funds.
Union Focused Fund Regular Growth returns for the last 1 year are 3.05%. Since launch, it has delivered 16.90% average annual returns.
The Union Focused Fund Regular Growth has the majority of its money invested in Financial Services, Consumer Defensive, Technology, Communication Services, Industrials, Energy sectors.
Top 5 Holdings of Union Focused Fund Regular Growth.
- ICICI Bank Ltd: 9.24%
- HDFC Bank Ltd: 8.56%
- Tata Consumer Products Ltd: 5.83%
- Infosys Ltd: 4.89%
- Info Edge (India) Ltd: 4.28%
AMC Information
| Name | Union Asset Management Co. Pvt. Ltd. |
|---|---|
| Founding Date | 2019-08-13 |
| 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 Focused Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Union Asset Management Co. Pvt. Ltd.
Union Small Cap Fund Direct Growth
EquitySmall-Cap
3Y CAGR
20.80%
expense ratio
0.97%
fund size
₹1468.36 Cr
Union Dynamic Bond Fund Direct Growth Option
Fixed IncomeDynamic Bond
3Y CAGR
8.08%
expense ratio
1.25%
fund size
₹108.92 Cr
Union Small Cap Fund Regular Growth
EquitySmall-Cap
3Y CAGR
19.42%
expense ratio
2.13%
fund size
₹1468.36 Cr
Union Flexi Cap Fund Growth
EquityFlexi Cap
3Y CAGR
17.88%
expense ratio
2.03%
fund size
₹2227.47 Cr
Union Flexi Cap Fund Direct Growth Option
EquityFlexi Cap
3Y CAGR
19.26%
expense ratio
0.92%
fund size
₹2227.47 Cr
FAQs
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How to Redeem Union Focused Fund Regular Growth?
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