Union Long Term Equity Fund Direct Plan Growth Option
- 15.51%
- (-0.03)44.29
Min amount: ₹500
Calculate Returns
20 yrs
₹500 invested monthly becomes
₹0 in a period of 20 years
₹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 FD | PPF | ELSS | |
|---|---|---|---|
| Average Annualised Returns i | 6% | 8% | 12% |
| Tax rates i | 30% | Not taxable | 10%* |
| 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 years | 15 years | 3 years |
*Taxable @ 10% over and above Rs 1 lakh.
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Fund Summary
| Period | Returns(per year) |
|---|---|
| 10 Years | -- |
| 5 Years | 15.51% |
| 3 Years | 22.14% |
| 1 Year | 72.27% |
| 6 Months | 28.56% |
| Fund Details | |
|---|---|
| ISIN | INF582M01765 |
| Risk | Very High Risk |
| Fund Type | ELSS (Tax Savings) |
| NAV | 44.29 |
| Exit Load | -- |
More about this fund
| Top Holdings | Weightage |
|---|---|
| HDFC Bank Ltd | 6.98% |
| ICICI Bank Ltd | 6.03% |
| Infosys Ltd | 5.03% |
| UltraTech Cement Ltd | 4.16% |
| Larsen & Toubro Infotech Ltd | 4.06% |
| Housing Development Finance Corp Ltd | 4.04% |
| Treps | 4.01% |
| Reliance Industries Ltd | 3.54% |
| Avenue Supermarts Ltd | 3.2% |
| Larsen & Toubro Ltd | 2.95% |
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Min amount: ₹500
Calculate Returns
20 yrs
₹500 invested monthly becomes
₹0 in a period of 20 years
₹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