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Union Equity Savings Fund
Fund Overview
| AUM (Fund size) | ₹140 Cr |
| Exit load | 1.0% |
| Lock-in Period | Nil |
| Age | 7 yrs 4 m since Jul 19, 2018 |
| Benchmark | CRISIL Equity Saving |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 2.0% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Moderate |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Union Equity Savings Fund | 0.35% | 2.88% | 5.03% | 8.15% | 7.49% | N.A. |
| Kotak Equity Savings Fund | 1.13% | 5.88% | 8.14% | 11.79% | 11.02% | 9.6% |
| UTI Equity Savings Fund | 1.05% | 3.38% | 7.21% | 10.55% | 11.12% | 6.52% |
| Edelweiss Equity Savings Fund | 0.2% | 4.76% | 9.21% | 11.04% | 10.3% | 9.22% |
| Tata Equity Savings Fund | 0.79% | 3.05% | 6.66% | 9.74% | 9.28% | 7.8% |
| ICICI Prudential Equity Savings Fund | 0.74% | 3.94% | 7.86% | 8.93% | 9.15% | 8.41% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Union Equity Savings Fund | 3.96 | 0.52 | 0.45 | 0.76 |
| Kotak Equity Savings Fund | 5.01 | 0.65 | 0.99 | 1.24 |
| UTI Equity Savings Fund | 4.16 | 0.56 | 0.96 | 1.45 |
| Edelweiss Equity Savings Fund | 3.62 | 0.46 | 1.25 | 1.70 |
| Tata Equity Savings Fund | 3.55 | 0.46 | 0.90 | 1.49 |
| ICICI Prudential Equity Savings Fund | 2.28 | 0.27 | 0.98 | 1.59 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Union Equity Savings Fund | 140 Cr | 7 yrs 4 m | 2.0% |
| Kotak Equity Savings Fund | 9,023 Cr | 11 yrs 2 m | 1.75% |
| UTI Equity Savings Fund | 746 Cr | 7 yrs 3 m | 1.64% |
| Edelweiss Equity Savings Fund | 1,028 Cr | 11 yrs 2 m | 1.59% |
| Tata Equity Savings Fund | 272 Cr | 28 yrs 8 m | 1.13% |
| ICICI Prudential Equity Savings Fund | 16,994 Cr | 11 yrs | 0.98% |