Union Equity Savings Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

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Fund Objective

To seek capital appreciation and/or to generate consistent returns by actively investing in acombination of diversified equity and equity related instruments, arbitrage and derivative strategiesand exposure in debt and money market instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Union Equity Savings Fund - Regular Plan - Growth Option 2.07 4.82 6.15 9.22 9.47 7.83
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
Crisil Equity Savings Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Union Equity Savings Fund - Regular Plan - Growth Option Aug 09, 2018 6.15 9.22 9.47 1.99 137.86
ICICI Prudential Equity Savings Fund - Cumulative option Dec 05, 2014 8.87 9.06 10.46 0.98 13,555.23
Kotak Equity Savings Fund - Regular - Growth Oct 13, 2014 6.48 12.20 12.44 1.76 8,254.19
Mirae Asset Equity Savings Fund- Regular Plan- Growth Dec 17, 2018 10.00 12.56 14.07 1.37 1,442.49
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option May 23, 2002 8.82 12.77 14.62 2.18 1,049.28
Nippon India Equity Savings Fund- Growth Plan- Growth Option May 30, 2015 5.70 9.60 10.46 1.75 720.46

Fund Holdings as on 31-May-2025

  • TREPS

  • Net Receivable / Payable

  • Indian Railway Finance Corporation Ltd.

  • Small Industries Development Bank of India**

  • HDFC Bank Ltd.

  • 91 Day Treasury Bills

  • 91 Day Treasury Bills

  • 91 Day Treasury Bills

  • Indus Towers Ltd.

  • Reliance Industries Ltd.

  • Bharti Airtel Ltd.

  • Kotak Mahindra Bank Ltd.

  • Axis Bank Ltd.

  • Interglobe Aviation Ltd.

  • ICICI Bank Ltd.

  • Tube Investments of India Ltd.

  • Tata Consultancy Services Ltd.

  • Larsen & Toubro Ltd.

  • Tata Consumer Products Ltd.

  • Infosys Ltd.

  • Titan Company Ltd.

  • DLF Ltd.

  • Grasim Industries Ltd.

  • REC Ltd.

  • SBI Life Insurance Co. Ltd.

  • Hindustan Unilever Ltd.

  • Tata Power Company Ltd.

  • Kalyan Jewellers India Ltd.

  • Mahindra & Mahindra Ltd.

  • United Spirits Ltd.

  • Eicher Motors Ltd.

  • Oil & Natural Gas Corporation Ltd.

  • Adani Enterprises Ltd.

  • ITC Ltd.

  • Adani Ports and Special Economic Zone Ltd.

  • Max Financial Services Ltd.

  • Hindalco Industries Ltd.

  • Coromandel International Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • State Bank of India

  • Krishna Institute of Medical Sciences Ltd.

  • Bharat Electronics Ltd.

  • Solar Industries India Ltd.

  • Lupin Ltd.

  • HCL Technologies Ltd.

  • Bajaj Finance Ltd.

  • Awfis Space Solutions Ltd.

  • Gokaldas Exports Ltd.

  • TVS Motor Company Ltd.

  • Varun Beverages Ltd.

  • Aadhar Housing Finance Ltd.

  • Shriram Finance Ltd.

  • Dixon Technologies (India) Ltd.

  • JK Cement Ltd.

  • Gabriel India Ltd.

  • Maruti Suzuki India Ltd.

  • Jio Financial Services Ltd.

  • NTPC Green Energy Ltd.

  • Abbott India Ltd.

  • Ultratech Cement Ltd.

  • CG Power and Industrial Solutions Ltd.

  • Eternal Ltd.

  • Godrej Properties Ltd.

  • Max Healthcare Institute Ltd.

  • Pidilite Industries Ltd.

  • JSW Energy Ltd.

  • Trent Ltd.

  • Mphasis Ltd.

  • Cipla Ltd.

  • LTIMindtree Ltd.

  • Crompton Greaves Consumer Electricals Ltd.

  • Tata Steel Ltd.

  • Hindustan Aeronautics Ltd.

  • Blue Star Ltd.

  • Techno Electric & Engineering Company Ltd.

  • Cummins India Ltd.

  • Suzlon Energy Ltd.

  • Alivus Life Sciences Ltd.

  • Voltas Ltd.

  • Ethos Ltd.

  • Karur Vysya Bank Ltd.

  • Birlasoft Ltd.

  • Persistent Systems Ltd.

  • Power Grid Corporation of India Ltd.

  • Quess Corp Ltd.

  • Kfin Technologies Ltd.

  • Kirloskar Oil Engines Ltd.

  • 182 Day Treasury Bills

  • 364 Day Treasury Bills

  • Bluspring Enterprises Ltd.

  • Digitide Solutions Ltd.

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  • Miscellaneous

  • Bank - Private

  • Telecommunication - Service Provider

  • IT - Software

  • Refineries

  • Diamond & Jewellery

  • Auto Ancillary

  • Airlines

  • Power Generation/Distribution

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Construction - Real Estate

  • Automobiles - Passenger Cars

  • Tea/Coffee

  • Insurance

  • Diversified

  • Finance Term Lending

  • Automobile Two & Three Wheelers

  • Household & Personal Products

  • Finance - NBFC

  • Breweries & Distilleries

  • Oil Exploration

  • Trading

  • Cigarettes/Tobacco

  • Port

  • Hospital & Healthcare Services

  • Chemicals

  • Finance - Others

  • Defence

  • Metal - Non Ferrous

  • Fertilizers

  • Cement & Construction Materials

  • Bank - Public

  • Electric Equipment

  • Business Support

  • Retailing

  • Textile

  • Consumer Food

  • Finance - Housing

  • Air Conditioners

  • Consumer Durables - Electronics

  • e-Commerce

  • Consumer Durables - Domestic Appliances

  • Steel & Iron Products

  • Diesel Engines

  • Depository Services

  • Engineering - Industrial Equipments

  • BPO/ITeS

  • Unspecified

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Fund Manager

  • [ICRA]AAA

  • Cash

  • CRISIL AAA

  • Equity

  • Sov

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About Union Equity Savings Fund

Scheme Analysis

Union Equity Savings Fund is a Hybrid - Equity Savings fund and belongs to Union Mutual Fund. It was launched on 09-Aug-2018 and currently has an AUM of ₹137.86 crore. Union Equity Savings Fund is benchmarked against Crisil 10 Yr Gilt Index as primary index and Crisil Equity Savings Index as secondary index.

The NAV of Union Equity Savings Fund ended down ₹-0.06(-0.36%)yesterday to ₹16.69.

Among its top 3 holdings the fund has exposure to TREPS, and

The Union Equity Savings Fund is managed by Parijat Agrawal and Sanjay Bembalkar.

Fund House Contact

Unit 503, 5 Floor, Leela Business Park, Andheri Kurla Road, Andheri (East) Mumbai - 400059

022-6748 3300
022- 6748 3400/3401/3402