Union Equity Savings Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.43
• Std Deviation 4.05%
• Tracking Error 0.00%

To seek capital appreciation and/or to generate consistent returns by actively investing in a combination of diversified equity and equity related instruments, arbitrage and derivative strategies and exposure in debt and money market instruments. However, there is no assurance that the Investment objective of the scheme will be achieved.

The Union Equity Savings Fund Regular Growth has an AUM of 264.46 crores & has delivered CAGR of 9.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.98%. The minimum investment in Union Equity Savings Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Low & Good respectively.

The top holdings of the fund include Cash Offset For Derivatives, Treps, ICICI Bank & HDFC Bank.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Construction Services & Oil & Gas Operations.

Some of the similar funds are HSBC Equity Savings Growth, Invesco India Equity Savings Fund Regular Growth, Tata Equity Savings Regular Growth, Union Equity Savings Fund Regular Growth, Bandhan Equity Savings Fund Regular Plan Growth. Union Equity Savings Fund Regular Growth has a sharpe ratio of 0.43 & a standard deviation of 4.05%.