Union Mutual Fund launches Union Focused Fund

NFO period: 15^th July – 29^th July, 2019

Highlights of the NFO:

• Scheme type – An open ended equity scheme investing in maximum 30 stocks across market caps (i.e. Multi Cap)


• Investment objective – The investment objective of the scheme is to seek to generate capital appreciation by investing in a portfolio of select equity and equity linked securities across market caps. However, there can be no assurance that the investment objective of the scheme will be achieved.


• Product suitability – The product is suitable for investors who are seeking long term capital appreciation by investing in equity & equity related securities including equity derivatives upto a maximum of 30 stocks across market capitalization.


• Minimum Application Amount – First investment is Rs. 5,000/- and in multiples of Rs. 1/- thereafter


• Plan/ Options available – Regular Plan and Direct Plan having Growth Option & Dividend Option.


• Fund Managers – Mr. Vinay Paharia


• Benchmark – S&P BSE 500 Index^$ (TRI)