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Enter a Single character of a Scheme :
22 Sep 2026 | 21:09 IST
Union Equity Savings Fund (IDCW)
Summary Info
Fund Name : Union Mutual Fund
Scheme Name : Union Equity Savings Fund (IDCW)
AMC : Union Mutual Fund
Type : OPEN
Category : Hybrid - Arbitrage Oriented
Launch Date : 19-Jul-18
Fund Manager : Sanjay Bembalkar
Net Assets:(Rs. cr) 115.17
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % 12.3 % NA
Date 11-Aug-26 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 1000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns -0.25 -0.74 0.82 4.45 2.66 6.44 5.60 7.05
Category Avg 0.09 -0.60 0.94 3.78 3.16 7.85 7.43 7.97
Category Best 0.57 1.35 4.30 10.86 9.21 11.36 12.37 11.34
Category Worst -0.25 -1.67 -0.43 0.92 -2.10 5.77 5.40 4.14
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.3374 1.4033 0.3561 1.2633 0.0124
Holdings Date :31-Aug-26
Company Name% Hold
HDFC Bank 4.78
Indus Towers 3.79
Max Healthcare 3.75
Bajaj Finance 3.31
ICICI Bank 2.97
Bharti Airtel 2.69
NTPC 2.65
Reliance Industr 2.47
Kotak Mah. Bank 2.35
Axis Bank 2.28
Grasim Inds 2.27
Glenmark Pharma. 1.70
Interglobe Aviat 1.36
SBI 1.28
M & M 1.14
Infosys 1.00
Tata Steel 0.97
Adani Ports 0.92
Ujjivan Small 0.86
Larsen & Toubro 0.82
Max Financial 0.78
Crompton Gr. Con 0.75
Engineers India 0.68
Sai Life 0.66
One 97 0.66
Dr Lal Pathlabs 0.64
Maruti Suzuki 0.64
CG Power & Ind 0.63
Delhivery 0.63
Ather Energy 0.62
Trent 0.60
Torrent Pharma. 0.60
Tata Consumer 0.59
Swiggy 0.59
Shadowfax Techno 0.59
KRN Heat Exchan 0.53
Hind. Unilever 0.53
Inventurus Knowl 0.52
Solar Industries 0.52
Gabriel India 0.51
Mphasis 0.49
Sona BLW Precis. 0.49
Clean Max Enviro 0.49
Eternal 0.47
RBL Bank 0.47
Shriram Finance 0.46
Ajanta Pharma 0.46
Syrma SGS Tech. 0.45
JSW Infrast 0.44
Data Pattern 0.43
Aarti Industries 0.43
Cemindia Project 0.43
ZF Commercial 0.42
Nippon Life Ind. 0.40
Godrej Propert. 0.40
Varun Beverages 0.40
B H E L 0.40
Kirloskar Oil 0.39
Manipal Health 0.36
Tata Motors 0.36
Oil India 0.34
Glaxosmi. Pharma 0.34
Ipca Labs. 0.33
FSN E-Commerce 0.33
Gokaldas Exports 0.33
JSW Energy 0.30
Sun Pharma.Inds. 0.29
Karur Vysya Bank 0.29
UltraTech Cem. 0.28
Billionbrains 0.25
Bharat Electron 0.23
Jindal Steel 0.18
Wockhardt 0.12
N A B A R D 8.60
I R F C 4.24
TBILL-91D 6.98
TREPS 8.56
Net CA & Others 3.73
TVS Motor Co. 0.01
Asset Allocation
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MERCHANT BANKING REGISTRATION NO : NM000011575
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