Union Long Term Equity Fund Direct Plan Growth Option - Regular - Latest NAV [ ₹44.29 ], Returns, Performance, Portfolio & Returns 2021

Union Long Term Equity Fund Direct Plan Growth Option

  • highlight
    15.51%
  • highlight
    (-0.03)44.29

Min amount: ₹500

Calculate Returns

20 yrs
₹500 invested monthly becomes
0 in a period of 20 years
  • Save up to Rs 46,800 in taxes every year.
  • Highest returns compared to other 80C investments.
  • Lowest lock-in of 3 years
Note: Every instalment of SIP and every lumpsum order must complete the lock-in period before redemption.
Tax Saving FDPPFELSS
Average Annualised Returns i
6%8%12%
Tax rates i
30%Not taxable10%*
Returns after tax i
4.2%8.00%10.80%
Current rate of Inflation i
4%4%4%
Real Rate of Return i
0.2%4.00%6.80%
Lock-in Period i
5 years15 years3 years
*Taxable @ 10% over and above Rs 1 lakh.

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years15.51%
3 Years22.14%
1 Year72.27%
6 Months28.56%
Fund Details
ISININF582M01765
RiskVery High Risk
Fund TypeELSS (Tax Savings)
NAV44.29
Exit Load--

More about this fundstar

Top HoldingsWeightage
HDFC Bank Ltd6.98%
ICICI Bank Ltd6.03%
Infosys Ltd5.03%
UltraTech Cement Ltd4.16%
Larsen & Toubro Infotech Ltd4.06%
Housing Development Finance Corp Ltd4.04%
Treps4.01%
Reliance Industries Ltd3.54%
Avenue Supermarts Ltd3.2%
Larsen & Toubro Ltd2.95%

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Min amount: ₹500

Calculate Returns

20 yrs
₹500 invested monthly becomes
0 in a period of 20 years
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns