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Union Trigger Fund Series 2 Direct Growth

Union Trigger Fund Series 2 Direct Growth

NAV: 04 Jan '18
?12.92
Min. for SIP
Not Supported
Fund size (AUM)
?156.52 Cr
Expense ratio
2.20%
Rating
--

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name1M3M6MAll
Fund returns--------
Category average (Equity Diversified)--------
Rank (Equity Diversified)--------

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

About Union Trigger Fund Series 2 Direct Growth

Union Trigger Fund Series 2 Direct Growth is a Equity Mutual Fund Scheme launched by Union Mutual Fund. This scheme was made available to investors on 30 Dec 2009. The fund currently has an Asset Under Management(AUM) of ?28,740 Cr and the Latest NAV as of 04 Jan 2018 is ?12.92. The Union Trigger Fund Series 2 Direct Growth is rated -- risk. ;

Investment Objective

The scheme seeks to generate capital appreciation by investing in a portfolio of Equity and Equity related securities, predominantly constituted of Companies in S&P BSE 200 Index.
Fund benchmarkBSE 200 Index

Fund house

Rank (total assets)#27 in India
Total AUM?28,740.18 Cr
Date of Incorporation30 Dec 2009
Phone(022) 6748 3300
Launch Date30 Dec 2009
AddressUnit 503, 5th Floor,Leela Business Park, Andheri Kurla Road,Andheri (East) Mumbai 400059
Custodian--
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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