Union Retirement Fund - Direct Plan - IDCW

Scheme Objective

The investment objective of the Scheme is to generate long term capital gains by investing in a mix of securities comprising of equity, equity related securities and debt instruments as per the asset allocation pattern of the Scheme with a view to provide a retirement investment solution to investors.

Scheme Details

• Fund manager(s) – Pratik Dharmshi , Pratit Vajani
• Launch date – 22-Sep-2022
• Expense ratio – 1.13% as declared on 31-Oct-2025 (category average is 0.92%)
• Benchmark - BSE 500 TRI

• Min SIP amount - ₹
• Min investment amount (one time- first time) - ₹
• Min investment amount (addtional purchase) - ₹
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Data not available.

Tax Rate

Please check with your Tax Advisor.

Contact Details