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Introducing Union Long Term Equity Fund

Introducing Union Long Term Equity Fund – A Growth Prospect for Investors Featuring Benefits of Tax Planning

Because tax planning is not only essential but also perpetual when it comes to financial planning, investing in a scheme that aids with wealth creation over the long-term with a strategic investment approach is as important as any other financial task.

It is also important to know that a well-implemented scheme featuring the benefits of careful tax planning not only helps manage your taxes, but also has the potential to earn capital appreciation from the invested amount.

Featuring inflation-beating and appreciation benefits, the Union Long Term Equity Fund helps diversify your investment portfolio with the right mix of the risk-reward ratio!

Why Union Long Term Equity Fund?

Dual advantage of long term capital growth and tax benefit
Minimum investment – as low as ₹500/-
Easy access to equity markets
Lock-in period of 3 years (lowest among tax-saving investments)
Tax benefits* of upto ₹46,800/- on an investment of ₹1,50,000/-
Well-regulated with total transparency

Download Information Leaflets

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KIM

The Key Information Memorandum (KIM) contains the most important data on this fund.

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Presentation

Understand how this fund can work for your goals.

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SID

The Scheme Information Document (SID) contains all the data on this fund.

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Products Leaflet

Get the key highlights of this fund for quick and easy access.

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Fund Factsheets

Data, statistics and everything else you need to know about this fund.

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Monthly Portfolio

Get the key highlights of this fund for quick and easy access.

Fund Facts

Riskometer Jan 31, 2023

This product is suitable for investors who are seeking* :

Long Term Capital Appreciation along with Tax savings u/s 80C of Income Tax Act.
Investment predominantly in equity and equity related portfolio.

Riskometer

Benchmark Riskometer

* 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.