Union Children's Fund - Regular Plan
Value Research Rating
Our Opinion
Riskometer
Very High
₹12.1300 1.08%
As on 09-Jun-2026
Returns
Risk
This fund has Very High risk.
As per SEBI's Riskometer.
Portfolio of Union Children's Fund - Regular Plan
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Base Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Union Children's Fund - Regular Plan
|
|
Very High
|
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2.10 |
||
 |
|
Very High
|
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1.05 |
||
|
|
Very High
|
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1.09 |
||
 |
|
Very High
|
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1.26 |
||
|
|
Very High
|
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1.37 |
Other details of Union Children's Fund - Regular Plan
Assets
₹83 Cr
Exit Load (Days)
--
Min. Investment (₹)
1,000
Min. Withdrawal (₹)
1,000
Min. SIP Investment (₹)
500
Min. No of Cheques
6
About Union Children's Fund - Regular Plan
Union Children's Fund - Regular Plan is a equity mutual fund scheme of Union Mutual Fund. Launched on December 19, 2023, it is currently managed by Parijat Agrawal, Vinod Malviya and Gaurav Chopra. The fund has an expense ratio of 2.10% with an overall AUM (Assets Under Management) of ₹83 Cr.
Union Children's Fund - Regular Plan is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Being a children's fund, it carries a lock-in of 5 years or till the child attains the age of maturity, whichever is earlier. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.
Investment Strategy
The Scheme is to generate long term capital appreciation 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 investment solution to investors.
Suitability
Flexi-cap funds are suitable for investors:
- Seeking exposure in a diversified set of stocks for high returns
- Aiming for long-term wealth creation
- With a 5+ year investment horizon
- Who are at ease with the market's ups and downs
Note:
- Invest only through SIP
- The fund carries a lock-in period of 5 years or till the child attains the age of maturity, whichever is earlier
Capital Gains Taxation
The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.
- If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
- If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
- No tax is to be paid as long as you continue to hold the units.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
- Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
Latest news on Union Children's Fund - Regular Plan
FAQ for Union Children's Fund - Regular Plan
How to Invest in Union Children's Fund - Regular Plan?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Union Children's Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Union Children's Fund - Regular Plan can be bought from the Union Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the current NAV of Union Children's Fund - Regular Plan Today?
The latest declared NAV of Union Children's Fund - Regular Plan, is ₹12.1300 as of 10-Jun-2026.
What are the top holdings of Union Children's Fund - Regular Plan?
| Company | Percentage of Portfolio |
|---|---|
|
3.97
|
|
|
3.74
|
|
|
3.26
|
|
|
3.16
|
|
|
2.81
|
What is the return of Union Children's Fund - Regular Plan in the last 5 years?
Over the past five years, Union Children's Fund - Regular Plan has delivered an annualised return of --% as of 10-Jun-2026.
What is the minimum investment required in Union Children's Fund - Regular Plan?
The minimum investment required to start investing in Union Children's Fund - Regular Plan is ₹1,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
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