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Union Children's Fund

Growth
OtherSolution Oriented - Children's Fund
Small-size FundAssets Under Mgmt: ₹ 42 Cr
Very High RiskPrinciple investment will be at very high risk
10.740.66% (+0.07)

Price Chart

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Returns
0.00%
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Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Insufficient Data

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Insufficient Data

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

OtherSolution Oriented - Children's Fund
Small-size FundAssets Under Mgmt: ₹ 42 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.691.41
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.582.50

About Solution Oriented - Children's Fund

Solution Oriented - Children's Funds invest in high-risk stocks since the objective of the fund is to create a corpus for child's education. However, the lock-n-period is relatively higher than other funds as these funds are long term in nature.

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth5 yrs0.00%
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 1,000
Initial: ₹ 1,000 Incremental: ₹ 1,000
BenchmarkBenchmark
S&P BSE 500 - TRI

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This is the CAGR you expect your investment to return in the future during the given investment period. Returns are annualised, compunding is done monthly.
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Invested

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Returns (0%)

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Tax (undefined%)
Returns can't be withdrawn/realised during the lock-in period. Tax is only applicable on realised gains.

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You make

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Fund Manager

Read more 

Exp: 8yrs

 | 

#Funds: 32

Exp: 12yrs

 | 

#Funds: 32

Exp: 17yrs

 | 

#Funds: 20

Know More

AMC profile

Union Asset Management Company Pvt. Ltd (the AMC) is the approved Asset Management Company of Union Mutual Fund which was granted a Certificate of Registration by the SEBI in March 2011.

  • No.of Schemes

    25

  • Total AUM

    ₹ 14,584.73 Cr.