(An Open-ended Dynamic Asset Allocation Fund) Banner

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Snapshot

Capital appreciation Capital appreciation Capital appreciation Income Generation Capital appreciation

  • Horizon

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  • Scheme Risk Level

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  • Benchmark Name

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  • Benchmark Risk Level

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  • Additonal Benchmark Name

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Key Features

  • STOCK SELECTION

    Combination of growth and bargains stocks

  • CONCENTRATION

    Portfolio of stocks will be well diversified

  • ASSET ALLOCATION

    Predominant allocation to equities

  • CAPITALISATION

    Judicious combination of large, mid and small cap stocks

Fund Managers

Mr.Hardick Bora

Mr.Hardick Bora

Co-Head - Equity

Mr. Hardick Bora is the Co-Head Equity at Union Asset Management Company Private Limited.

View all funds managed by him
Mr.Sanjay Bembalkar

Mr.Sanjay Bembalkar

Co-Head - Equity

Mr. Sanjay Bembalkar is the Co-Head Equity at Union Asset Management Company Private Limited.

View all funds managed by him

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Fund Facts

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This product is suitable for investors who are seeking* :
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Riskometer

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Investor understand that their principal will be at {{Riskometers[risk_level]}} Risk

Benchmark Riskometer

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* Investors should consult their financial advisers if in doubt about whether the product is suitable for them. For detailed information regarding the Riskometer, please refer to the respective scheme's SID.

Other Information

  • Backed by Robust Investment Process

  • Investor interest at the core of decision making