Union Retirement Fund - Regular Plan - Growth Option

Fund House: Union Mutual Fund
Category: Retirement Fund
Launch Date: 22-09-2022
Asset Class:
Benchmark: BSE 500 TRI
TER: 2.37% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 160.7 Cr As on 30-04-2025(Source:AMFI)
Turn over: 123% | Exit Load: Nil

15.55

19.68%

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 investment objective of the Scheme is to generate long term capital gains 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 a retirement investment solution to investors. 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 Retirement Fund - Regular Plan - Growth Option 22-09-2022 7.99 21.49 - - -
PGIM India Retirement Fund - Regular Plan - Growth Option 15-04-2024 14.19 - - - -
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 01-02-2019 12.32 31.85 26.37 29.97 -
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 12.06 20.37 17.99 18.22 12.62
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 01-11-2011 11.3 22.82 19.62 19.87 14.05
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 11.06 18.96 15.59 14.54 -
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 10.64 21.45 17.71 16.97 -
Axis Retirement Fund - Dynamic Plan - Regular Growth 10-12-2019 10.42 19.51 17.25 16.03 -
Axis Retirement Fund - Aggressive Plan - Regular Growth 01-12-2019 10.31 19.23 16.24 15.42 -
UTI Retirement Fund - Regular Plan 26-12-1994 10.17 14.95 13.97 15.12 9.87

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

15.75%

Others

6.18%

Large Cap

61.23%

Mid Cap

16.84%

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