MF Scanner
EquityELSSDirect · Growth

Union ELSS Tax Saver Fund - Direct Plan - Growth Option

Union · Scheme 119307

₹73.30▼ 0.11%NAV · 2026-09-18
51
Average FundScore
Start SIP
AUM
₹862 cr
Expense ratio
1.73%
3Y CAGR
12.8%
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Anshul MishraExit load: Nil
Average · 51/100

Middle-of-the-pack — compare it against better-scored peers.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • ✓10Y CAGR: +13.3%
  • ✓Positive 3Y windows: 98% of rolling 3Y windows positive
  • ✓Return stability: rolling-return std 6.7%

📉 What could drag it down

  • •Weak risk-adjusted returns (Sharpe 0.49) — took on risk without enough payoff.
  • •Pricey — 1.73% expense ratio quietly eats into long-term returns.
  • •1Y return: +3.8%
  • •Beat category: beat category in 42% of windows

FundScore breakdown

51/100 · Average
How it works →
47
Returns
Average
61
Consistency
Decent
43
Risk-adjusted
Weak
52
Downside protection
Average
52
Cost efficiency
Average
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.