3 Year return
4.32%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderate Risk
Asset Under Management
₹111.24 Cr.
Expense Ratio
1.24% (inclusive of GST)
Exit Load
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
Tax Implications
Withdrawal within 3 years
Tax based on your income tax bracket
Withdrawal after 3 years
20% tax after indexation (adjusting for inflation)
Fund Holdings
Union Mutual Fund Managers
PA
Parijat Agrawal
Fund Manager since Jul 2022
Fund House Details
Union Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
ICICI Prudential All Seasons Bond Fund Direct Plan IDCW Payout |
6.72% |
5 |
ICICI Prudential All Seasons Bond Fund Direct Plan Annual IDCW Payout |
6.72% |
5 |
ICICI Prudential All Seasons Bond Fund Direct Plan Weekly IDCW Payout |
6.34% |
5 |
Schemes by Union Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Union Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Union Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
Union Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Arbitrage Fund
Union Arbitrage Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
Union Arbitrage Fund Direct Plan Growth
About Union Dynamic Bond Fund Direct Plan Growth
Union Dynamic Bond Fund Direct Plan Growth is a dynamic bond fund managed by Union Mutual Fund. It invests in a portfolio of debt securities with varying maturities. The fund aims to generate returns in the form of interest income and capital appreciation over the medium to long term.
Investment Objectives of the Scheme
The key investment objectives of the Union Dynamic Bond Fund Direct Plan Growth are to: Generate returns in the form of interest income and capital appreciation over the medium to long term. Preserve capital by investing in a diversified portfolio of debt securities.
Key Features of The Fund
5-year return | 6.07% |
Expense Ratio | 1.24% |
Fund Manager | Parijat Agrawal |
Fund Size | ₹111.24 Cr |
Risk Profile | Moderate |
Is This Scheme Right for Me?
The Union Dynamic Bond Fund Direct Plan Growth is a good option for investors who are looking for moderate risk with the potential to generate attractive returns. The fund invests in a diversified portfolio of debt securities, which helps to reduce risk. However, it is important to note that all investments carry some risk. Investors should carefully consider their investment goals, risk tolerance, and investment horizon before investing in this fund. It is always advisable to consult with a financial advisor before investing in any mutual fund.
AMC Contact Details
Name | Union Mutual Fund |
Launch Date | 23rd March 2011 |
Addresss | Unit 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East), Mumbai - 400059 |
Contact | (022) 6748 3300 |
investorcare@unionmf.com | |
Website | https://www.unionmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Take the Guessing out of Investing
FAQs
What is today's NAV of Union Dynamic Bond Fund?
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What are the returns of Union Dynamic Bond Fund since inception?
What is the minimum SIP amount to invest in Union Dynamic Bond Fund?
How do I invest in Union Dynamic Bond Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Union Dynamic Bond Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Union Dynamic Bond Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Union Dynamic Bond Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.