Hefty expense ratio implies reduced returns over the long term
Total holdings with red flags is insignificant
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Monthly Investment Amt. (₹)
Investment period (years)
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.
₹ 6,036.34 Cr.