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Union Gold ETF Fund of Fund - Direct Plan - Growth Option

Union · Scheme 153340

17.42 0.07%NAV · 2026-09-18
79
Strong FundScore
Start SIP
AUM
₹157 cr
Expense ratio
0.30%
3Y CAGR
Risk level
Very High
Min SIP
₹500
Benchmark
Underlying index
Fund manager: Vinod MalviyaExit load: Exit load of 1%, if redeemed within 1 year.
Strong · 79/100

A high-quality fund that scores well on the factors that matter.

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

📈 Why it could do well

  • Low cost — 0.30% expense ratio means more of the return stays with you.
  • 1Y return: +51.0%
  • Sharpe ratio: 1.16

📉 What could drag it down

  • High volatility (31% a year) — expect big swings up and down.
  • Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
  • Volatility: 31% annualised

FundScore breakdown

79/100 · Strong
How it works →
100
Returns
Excellent
50
Consistency
Average
47
Risk-adjusted
Average
71
Downside protection
Strong
84
Cost efficiency
Excellent
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.