| Scheme Name | 1Y(%) | 2Y(%) | 3Y(%) | 5Y(%) | 10Y(%) |
|---|---|---|---|---|---|
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 44.57 | 0 | 0 | 0 | 0 |
| HDFC Defence Fund - Growth Option | 48.83 | 0 | 0 | 0 | 0 |
| Franklin India Opportunities Fund - Growth | 41.69 | 43.13 | 29.36 | 27.7 | 16.78 |
| HSBC Business Cycles Fund - Regular Growth | 39.77 | 32.67 | 25.85 | 22.96 | 14.39 |
| Quant Momentum Fund - Growth Option - Regular Plan | 32.91 | 0 | 0 | 0 | 0 |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 32.7 | 0 | 0 | 0 | 0 |
| ICICI Prudential Innovation Fund - Growth | 32.64 | 0 | 0 | 0 | 0 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 32.2 | 31.69 | 19.07 | 24.13 | 0 |
| Samco Active Momentum Fund - Regular Plan - Growth Option | 31.88 | 0 | 0 | 0 | 0 |
| Axis Innovation Fund - Regular Plan - Growth Option | 31.55 | 25.03 | 12.74 | 0 | 0 |
| Based On | Union Innovation & Opportunities Fund - Regular Plan - Growth Option | NIFTY 50 TRI | Equity: Thematic-Others |
|---|---|---|---|
| CAGR since inception | 36.70% | 13.95% | 15.89% |
| 1 Year | 44.57% | 12.84% | 26.44% |
| 3 Year | 0.00% | 13.73% | 19.03% |
| 5 Year | 0.00% | 15.28% | 22.74% |
| 10 Year | 0.00% | 12.46% | 14.47% |
| Nav / Index Value as on2024-12-22 | 893.97% | 0.00% | 0.00% |
| Sector | Allocation |
|---|---|
| Debt | 0.08 |
| Cash & Cash Equivalents | 1.71 |
| Equity | 98.21 |
| Company | Holding |
|---|---|
| INFO EDGE INDIA LIMITED | 5.44 |
| ZOMATO LIMITED | 4.67 |
| DIXON TECHNOLOGIES (INDIA) LIMITED | 3.36 |
| PB FINTECH LIMITED | 3.28 |
| AMI ORGANICS LIMITED | 3.05 |
| KAYNES TECHNOLOGY INDIA LIMITED | 2.83 |
| TRENT LIMITED | 2.78 |
| S.J.S. ENTERPRISES LIMITED | 2.74 |
| CARTRADE TECH LIMITED | 2.62 |
| SONA BLW PRECISION FORGINGS LIMITED | 2.59 |
To calculate the Union Mutual Fund :
1. Visit https://www.swarajfinpro.com/Calculator-SIP
2. Put the monthly SIP amount.
3. Put the monthly expected returns.
4. Write down the time period of investment.
