Union Diversified Equity All Cap Active FOF - Regular Plan - Growth Option

Fund House: Union Mutual Fund
Category: Fund of Funds-Domestic-Equity
Launch Date: 01-09-2025
Asset Class: Equity
Benchmark: BSE 500 TRI
TER: -
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: -
Turn over: - | Exit Load: 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil if redeemed or switched out after completion of 1 year from the date of allotment of units.

9.8035

-0.69%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The objective of the Scheme is to provide capital appreciation over long term by predominantly investing in Equity Funds which are based on varied market caps and in accordance with the asset allocation of the FoF. However, there is no assurance that the investment objective of the Scheme will be achieved.

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 Diversified Equity All Cap Active FOF - Regular Plan - Growth Option 01-09-2025 - - - - -
Mirae Asset Hang Seng TECH ETF Fund of Fund Regular Plan - Growth Option 03-12-2021 43.75 45.07 32.71 - -
ICICI Prudential Global Advantage Fund (FOF) - Growth Option 05-10-2019 18.79 24.93 21.68 11.06 -
Aditya Birla Sun Life Multi-Asset Passive FOF-Regular Growth 14-10-2022 3.7 18.82 - - -
ICICI Prudential Thematic Advantage Fund (FOF) - Growth 18-12-2003 3.29 19.54 20.42 25.52 15.76
ICICI Prudential India Equity FOF - Growth 05-02-2020 -0.41 21.02 21.74 25.88 -
ICICI Prudential Passive Strategy Fund (FOF) - Growth 18-12-2003 -0.51 16.85 18.22 20.84 13.14
Quantum Nifty 50 ETF Fund of Fund - Regular Plan - Growth 05-08-2022 -0.76 13.79 14.66 - -
Quantum Diversified Equity All Cap Active FOF - Regular Plan Growth Option 05-04-2017 -1.03 16.52 17.0 18.68 -
Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Regular Growth 18-11-2020 -1.7 14.01 13.96 - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

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