Union Diversified Equity All Cap Active FOF
Union
Mutual Fund has launched its latest fund of fund, Union Diversified Equity All
Cap Active FOF. It is designed to simplify equity investing by offering dynamic
allocation across varied market capitalizations through a single fund.
The
fund is benchmarked to BSE 500 TRI with BSE SENSEX TRI as an additional
benchmark.
Asset allocation
strategy
The
asset allocation strategy of the NFO is based on Anchor-Explorer framework
adopted by Union MF where anchor funds will represent a medium to long term
strategic view of the market while explorer funds will be dynamically selected
to reflect short to medium term market opportunities.
Union
Multi Cap Fund is the anchor fund for this NFO which will have 40-60% of the
allocation while the rest 40% assets allocation will be distributed between large,
mid and small cap funds.
Tax benefits..!
Mutual
fund penetration is growing, but to deepen it further, need to offer simple,
all-weather equity products that may help investor’s decision-making easier.
Many
investors struggle with market timing, deciding how much to allocate to each
cap segment, and managing tax implications when switching between funds.
This
Fund of Fund aims to address all these pain points while still offering the tax
benefits of an equity fund.
The
Anchor–Explorer model allows us to blend medium-to-long-term conviction with
tactical flexibility. This approach helps investors get broad exposure across
market caps while the fund manager actively manages timing and allocations.
Dynamically allocates
across schemes..!
This
FoF is a one-of-a-kind solution that dynamically allocates across schemes
investing in large, mid and small-cap of Union MF equity schemes while removing
the complexity of timing, selection and allocation.
Gaurav
Chopra and Pratik Dharmshi will co-manage the fund.
The NFO closes on September 15, 2025.
The minimum investment amount for fresh purchase is Rs 1,000 and in multiples of Re 1 thereafter.
For monthly SIP, the minimum investment amount is Rs 500 and in multiples of Re 1 thereafter
For more details and
investment..!
Personal Finance
Professional
SEBI Registered Mutual Fund
Advisor
Phone : 98847 44227
E mail id: yuvarajchakravarthy@gmail.com
Disclaimer: Mutual Fund investments are subject to
market risks, read all scheme related documents carefully. The past performance
of the mutual funds is not necessarily indicative of future performance of the
schemes.
