Union Childrens Fund - Regular Plan - Growth Option
Fund House: Union Mutual Fund| Category: Childrens Fund |
| Launch Date: 19-12-2023 |
| Asset Class: Mixed Asset |
| Benchmark: BSE 500 TRI |
| TER: 2.42% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1,000 |
| Minimum Topup: 1,000 |
| Total Assets: 73.07 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
12.21
0.05 (0.4095%)
13.1%
Benchmark: 12.42%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme is to generate long term capital appreciation by investing in a mix of securities comprising of equity, equity related securities and debt instruments as per the asset allocation pattern of the Scheme with a view to provide investment solution to investors.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Union Childrens Fund - Regular Plan - Growth Option | 19-12-2023 | 3.21 | - | - | - | - |
| ICICI Prudential Childrens Fund - Cumulative | 20-08-2001 | 6.26 | 20.28 | 18.52 | 19.18 | 12.41 |
| SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | 25-01-2002 | 4.98 | 13.18 | 12.45 | 13.2 | 11.44 |
| SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth | 05-09-2020 | 4.03 | 21.7 | 21.03 | - | - |
| Axis Childrens Fund - Lock in - Regular Growth | 05-12-2015 | 3.58 | 11.64 | 8.91 | 12.84 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
29.06%
Others
2.8%
Large Cap
48.81%
Mid Cap
19.33%
