Holdings (1)
Name | Sector | Instrument | Assets |
---|---|---|---|
Union Gold ETF-Growth | NA | Mutual Fund | 97.06% |
Returns and rankings
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund Returns | NA% | NA% | NA% | NA% |
Category Average | 28.00% | 19.90% | 13.50% | NA% |
Rank Within Category | NA% | NA% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 0.34%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 1 year.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Fund management
Education
Mr. Malviya has done Bachelors of Management Studies, Masters in Financial Management and CFA (Level-III cleared)
Experience
Prior to joining Union Mutual Fund, he was associated with Florintree Advisors Pvt. Ltd., East India Securities Ltd. and Amit Nalin Securities Pvt. Ltd.
Managed Schemes
Union Flexi Cap Fund Direct Growth
Union ELSS Tax Saver Fund Direct Growth
Union Largecap Fund Direct Growth
Union Value Fund Direct Growth
Union Focused Fund Direct Growth
Union Large & Midcap Fund Direct Growth
Union Aggressive Hybrid Fund Direct Growth
Union Retirement Fund Direct Growth