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Union Equity Fund-Growth

Ranked 43 out of 66 in - India over 12 months
All calculations are in USD unless stated

Managed by

Ashish Ranawade

Objective

To achieve long-term capital appreciation by investing substantially in a portfolio consisting of equity and equity related securities. Asset allocation:- Equity & Equity related instruments including equity linked derivatives 75-100%, Debt & Money Market Instruments 0-25%.

Showing fund performance in Bahrain View performance globally

Performance

India over : 30/04/2017 - 30/04/2018
  • Rank 43/66 Total Return
  • Rank 8/66 Standard Deviation
  • Rank 18/66 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -7.2%
2017 35.6% 17.3% 3.5% 1.8% 9.8%
2016 -1.4% -5.1% 5.4% 8.0% -8.7%
2015 -11.8% 2.6% -4.3% -7.7% -2.7%
2014 37.3% 10.6% 18.4% -1.0% 5.8%
2013 -5.6% -2.0% -7.6% -7.6% 12.8%
2012 26.2% 21.6% -10.4% 14.9% 0.8%
2011 -18.5% -15.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. India

Fund Info

  • Launch date17/06/2011
  • Share Class size1,928Mn
  • Base currencyINR
  • ISIN INF582M01104

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment2,000

Charges

  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).