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EquityEquity - Other

Union Innovation & Opportunities Fund Regular Growth

3Y Annualised

N/A

0.07% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

2.72%

0.07% 1D

Benchmark

N/A

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

13 years 1 months

NIFTY 50

4 years 5 months

FD

9 years 7 months

Fund info

Fund size

₹998.13 Cr

Min. SIP amount

₹500

Min. Lumpsum amount

₹1000

Exit load

0%

1% if units are redeemed/switched out on or before completion of 1 year from the date of allotment. Nil if redeemed or switched out after completion of 1 year from the date of allotment of units.

Risk Profile

Very High Risk

Fund Managers

About Union Innovation & Opportunities Fund Regular Growth

Union Innovation & Opportunities Fund Regular Growth is a Equity mutual fund scheme from Union Asset Management Co. Pvt. Ltd.. This fund has been in existence for 1 years, having been launched on 2023-09-06. Union Innovation & Opportunities Fund Regular Growth has ₹998.13 Cr worth of assets under management (AUM) as of Sat Jul 19 2025. The latest Net Asset Value (NAV) of Union Innovation & Opportunities Fund Regular Growth as of Fri Jul 18 2025 is ₹13.84. The fund has an expense ratio of 2.21%, which is medium comparable to most other Equity funds.

Union Innovation & Opportunities Fund Regular Growth returns for the last 1 year are 5.43%. Since launch, it has delivered 19.76% average annual returns.

The Union Innovation & Opportunities Fund Regular Growth has the majority of its money invested in Industrials, Communication Services, Consumer Cyclical, Financial Services, Basic Materials sectors.

Top 5 Holdings of Union Innovation & Opportunities Fund Regular Growth.

  1. GE Vernova T&D India Ltd: 4.04%
  2. Info Edge (India) Ltd: 4.04%
  3. Affle 3i Ltd: 3.71%
  4. Suzlon Energy Ltd: 3.67%
  5. Bharat Electronics Ltd: 3.51%

AMC Information

NameUnion Asset Management Co. Pvt. Ltd.
Founding Date2023-09-06
Emailinvestorcare@unionmf.com
Phone+91 022 67483333
Websitewww.unionmf.com/
AddressUnion Asset Management Co. Pvt. Ltd.,Unit 802, 8th Floor, Tower ‘A’,,Peninsula Business Park, Ganpatrao Kadam Marg,,Lower Parel (West)

Tax Implications of Union Innovation & Opportunities Fund Regular Growth

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from Union Asset Management Co. Pvt. Ltd.

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