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Union Equity Fund-Growth

Ranked 19 out of 61 in - India over 12 months
All calculations are in USD unless stated

Managed by

Vinay Paharia

Vinay Paharia works at Religare Invesco AM and has more than 12 years’ experience in equity markets. In his last assignment, Vinay was an equity research analyst with DBS Cholamandalam AMC. Prior to DBS Cholamandalam AMC, Vinay worked with KRC, a domestic broking house, as an analyst in the PMS division and as a sell side analyst with First Global. Vinay holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai. He is also a Chartered Financial Analyst from ICFAI, Hyderabad.

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 : 31/07/2017 - 31/07/2018
  • Rank 19/61 Total Return
  • Rank 4/61 Standard Deviation
  • Rank 11/61 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -7.2% -2.0%
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 size1,959Mn
  • Base currencyINR
  • ISIN INF582M01104

Purchase Info

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

Charges

  • Initial investment0.00%

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