Union Equity Savings Fund - IDCW - Regular Plan

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  • Net Change on 12-03-2025

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Fund Overview IDCW | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 - IDCW Option -0.56 -3.09 3.43 7.05 9.20 7.37
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 - IDCW Option Aug 09, 2018 3.43 7.05 9.20 1.99 131.19
ICICI Prudential Equity Savings Fund - Quarterly IDCW Dec 05, 2014 6.86 8.17 9.82 0.97 12,610.02
Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option Oct 13, 2014 4.67 10.02 11.79 1.76 7,897.27
SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW) May 27, 2015 5.02 9.04 12.13 1.43 5,511.97
SBI Equity Savings Fund - Regular Plan - Quarterly Income Distribution cum Capital Withdrawal Option (IDCW) May 27, 2015 5.02 9.04 12.13 1.43 5,511.97
Mirae Asset Equity Savings Fund Regular IDCW Dec 17, 2018 6.18 9.37 12.92 1.35 1,312.96

Fund Holdings as on 28-February-2025

  • TREPS

  • Small Industries Development Bank of India**

  • Indian Railway Finance Corporation Ltd.**

  • 182 Day Treasury Bills

  • 91 Day Treasury Bills

  • 182 Day Treasury Bills

  • Reliance Industries Ltd.

  • HDFC Bank Ltd.

  • Indus Towers Ltd.

  • Bharti Airtel Ltd.

  • Interglobe Aviation Ltd.

  • Kotak Mahindra Bank Ltd.

  • Bharat Petroleum Corporation Ltd.

  • Axis Bank Ltd.

  • IndusInd Bank Ltd.

  • Tata Consultancy Services Ltd.

  • HCL Technologies Ltd.

  • ICICI Bank Ltd.

  • Infosys Ltd.

  • Net Receivable / Payable

  • Zomato Ltd.

  • Larsen & Toubro Ltd.

  • Titan Company Ltd.

  • The Indian Hotels Company Ltd.

  • Grasim Industries Ltd.

  • Hindustan Unilever Ltd.

  • Tata Power Company Ltd.

  • DLF Ltd.

  • SBI Life Insurance Co. Ltd.

  • Mahindra & Mahindra Ltd.

  • Vedanta Ltd.

  • United Spirits Ltd.

  • Oil & Natural Gas Corporation Ltd.

  • Eicher Motors Ltd.

  • ITC Ltd.

  • Adani Enterprises Ltd.

  • Hindalco Industries Ltd.

  • Coforge Ltd.

  • Vodafone Idea Ltd.

  • Adani Ports and Special Economic Zone Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Bajaj Auto Ltd.

  • Lupin Ltd.

  • Coromandel International Ltd.

  • State Bank of India

  • Awfis Space Solutions Ltd.

  • Krishna Institute of Medical Sciences Ltd.

  • Varun Beverages Ltd.

  • Bharat Electronics Ltd.

  • Bajaj Finance Ltd.

  • Gokaldas Exports Ltd.

  • Shriram Finance Ltd.

  • Aadhar Housing Finance Ltd.

  • TVS Motor Company Ltd.

  • Dixon Technologies (India) Ltd.

  • Maruti Suzuki India Ltd.

  • Abbott India Ltd.

  • Solar Industries India Ltd.

  • Ultratech Cement Ltd.

  • JK Cement Ltd.

  • Syngene International Ltd.

  • JSW Energy Ltd.

  • Max Financial Services Ltd.

  • Quess Corp Ltd.

  • Blue Star Ltd.

  • Max Healthcare Institute Ltd.

  • CG Power and Industrial Solutions Ltd.

  • NTPC Green Energy Ltd.

  • Pidilite Industries Ltd.

  • Gabriel India Ltd.

  • Cipla Ltd.

  • Trent Ltd.

  • LTIMindtree Ltd.

  • Mphasis Ltd.

  • Crompton Greaves Consumer Electricals Ltd.

  • Tata Steel Ltd.

  • Voltas Ltd.

  • Cummins India Ltd.

  • Birlasoft Ltd.

  • Jio Financial Services Ltd.

  • Alivus Life Sciences Ltd.

  • Karur Vysya Bank Ltd.

  • Ethos Ltd.

  • Techno Electric & Engineering Company Ltd.

  • Persistent Systems Ltd.

  • Nippon Life India Asset Management Ltd.

  • Power Grid Corporation of India Ltd.

  • Suzlon Energy Ltd.

  • 182 Day Treasury Bills

  • Kirloskar Oil Engines Ltd.

  • REC Ltd.

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Telecommunication - Service Provider

  • Refineries

  • Airlines

  • Pharmaceuticals & Drugs

  • Automobile Two & Three Wheelers

  • Power Generation/Distribution

  • Metal - Non Ferrous

  • Engineering - Construction

  • e-Commerce

  • Automobiles - Passenger Cars

  • Diamond & Jewellery

  • Diversified

  • Hotel, Resort & Restaurants

  • Household & Personal Products

  • Construction - Real Estate

  • Insurance

  • Breweries & Distilleries

  • Finance - NBFC

  • Oil Exploration

  • Cigarettes/Tobacco

  • Trading

  • Business Support

  • Hospital & Healthcare Services

  • Port

  • Cement & Construction Materials

  • Chemicals

  • Bank - Public

  • Fertilizers

  • Air Conditioners

  • Consumer Food

  • Retailing

  • Electric Equipment

  • Defence

  • Textile

  • Consumer Durables - Electronics

  • Finance - Housing

  • Finance - Others

  • BPO/ITeS

  • Auto Ancillary

  • Consumer Durables - Domestic Appliances

  • Steel & Iron Products

  • Diesel Engines

  • Finance - Asset Management

  • Finance Term Lending

  • Engineering - Industrial Equipments

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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 ₹131.19 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 up ₹0(0%)yesterday to ₹15.98.

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