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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.38 | 7.35 | 5.82 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.44 | 7.38 | 6.36 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
CRISIL Corporate Bond Index |
Corporate bond funds invest in bonds that are issued by private sector companies. They have more than 80% allocation in corporate bonds. They are less riskier as they invest in debt instruments.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Union Corporate Bond Fund | 8.53% | 5.71% | 6.22% |
HDFC Corp Bond Fund | 9.03% | 6.45% | 8.14% |
ICICI Pru Corp Bond Fund | 8.34% | 6.74% | 8.21% |
Aditya Birla SL Corp Bond Fund | 8.96% | 6.62% | 8.24% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Debt
Others
Holdings
7.28 %
Holdings
5.50 %
Holdings
3.71 %
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
26
Total AUM
₹ 20,726.00 Cr.
Parijat Agrawal
AUM: ₹8,381.00 Cr.
|
Exp: 17yrs
Anindya Sarkar
AUM: ₹1,398.49 Cr.
|
Exp: 15yrs
Shrenuj Parekh
AUM: ₹279.48 Cr.
|
Exp: 10yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%