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Union Childrens Fund - Regular Plan - Growth Option

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Category: Childrens Fund
Launch Date: 19-12-2023
Asset Class: Mixed Asset
Benchmark: BSE 500 TRI
Expense Ratio: 2.41% As on (28-11-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 80.84 Cr As on (28-11-2025)
Turn over:
NAV as on 12-12-2025

12.69

0.12 (0.9456%)

CAGR Since Inception

12.97%

BSE 500 TRI 12.45%

PERFORMANCE of Union Childrens Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 12-12-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Union Childrens Fund - Regular Plan - Growth Option 2.01 - - - 12.97
Benchmark - - - - -
Childrens Fund 1.08 13.41 14.74 11.91 13.27

Yearly Performance (%)

Nav Movement

Fund Managers

FM 1 - Mr. Gaurav Chopra, FM 2 - Mr. Vinod Malviya, FM 3 - Mr. Parijat Agrawal

Investment Objective

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.

RETURNS CALCULATOR for Union Childrens Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Union Childrens Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Union Childrens Fund - Regular Plan - Growth Option - - - - - -
Childrens Fund - - - - - -

PEER COMPARISION of Union Childrens Fund - Regular Plan - Growth Option

Compare SIP Compare Lumpsum
Period
Data as on - 12-12-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Union Childrens Fund - Regular Plan - Growth Option 19-12-2023 2.01 0.0 0.0 0.0 0.0
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 6.22 22.11 22.7 31.11 0.0
ICICI Prudential Childrens Fund - Regular Plan 20-08-2001 3.55 14.61 16.84 16.57 12.78
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 25-01-2002 2.33 10.82 12.04 12.32 11.43
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 2.04 11.47 13.28 11.81 0.0
Axis Childrens Fund - Lock in - Regular Growth 05-12-2015 1.91 11.1 10.26 10.37 0.0
Axis Childrens Fund - No Lock in - Regular Plan - Growth 05-12-2015 1.91 11.1 10.26 10.37 0.0
UTI Childrens Equity Fund - Regular Plan - Growth Option 17-02-2004 0.01 10.52 12.38 14.02 13.17
HDFC Childrens Fund - Growth Plan 02-03-2001 -0.1 10.46 14.02 15.78 13.89
Tata Childrens Fund -Regular Plan-Growth Option 14-10-1995 -1.64 8.32 12.15 14.93 11.47

PORTFOLIO ANALYSIS of Union Childrens Fund - Regular Plan - Growth Option

Asset Allocation (%)