Union ELSS Tax Saver Fund - Regular Plan Growth

NORMAL RISK
Equity
Equity: ELSS
6M returns
-12.54 %
Current NAV
58.25
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Min. SIP
500
AUM
₹ 800.3 Cr

Return Calculator

Amount per month500
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
6,000

Investment distribution

HDFC Bank7.9 %
ICICI Bank6.5 %
Infosys4.1 %
Others3.2 %
Bharti Airtel3.1 %
Reliance Industries2.7 %

Fund Manager

HB
Hardick Bora
SB
Sanjay Bembalkar
VM
Vinod Malviya

Fund Information

Launched
25 May 2017(7 years ago)
Expense ratio2.35%
Exit Load
Benchmark index
BSE 500 TRI100%

Fund Objective

The scheme seeks to achieve long-term capital appreciation by investing substantially in a portfolio consisting of equity and equity related securities.

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