Union Equity Savings Fund Direct Growth

Scheme code: INF582M01EC1 NAV value: ₹ 16.9000 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Equity Savings

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year2.5616.3610.8313.21
3 year6.4913.068.299.93
5 year7.7412.018.959.1

Rolling return for 1 year

- Average return: 10.83% - Median return: 12.43% - Average standard deviation: 1.39

Rolling return for 3 year

- Average return: 8.29% - Median return: 8.09% - Average standard deviation: 0.58

Rolling return for 5 year

- Average return: 8.95% - Median return: 8.91% - Average standard deviation: 0.33

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,47,26047,2603.94
3 year36,00,00040,50,3614,50,3614.01
5 year60,00,00074,91,50614,91,5064.54

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,47,260 - Absolute Returns: ₹47,260 - CAGR: 3.94%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,50,361 - Absolute Returns: ₹4,50,361 - CAGR: 4.01%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹74,91,506 - Absolute Returns: ₹14,91,506 - CAGR: 4.54%