Union Children's Fund - Direct Plan - Growth Option
Performance chart
Past performance may or may not be sustained in future.
Quick take
- Over 1 year it returned -1.9%.
- Volatility over 3 years was 14.7% a year.
- Its biggest fall from a peak was 17.4% (23 Sep 2024 to 3 Mar 2025).
- Expense ratio 1.48%, fund size ₹91 crore.
AI analysis
Plenitude AI reads the figures on this page and explains them in plain language.
Thinking of investing?
We help you invest in the Regular plan of schemes that suit your goals, and review them every year.
Book a free consultation Compare with other fundsReturns vs benchmark and category
| Returns (%) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 7Y | 10Y | Since launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | +1.60% | -1.70% | -4.14% | +2.09% | -2.53% | -1.85% | +0.28% | — | — | — | — | +9.03% |
Point-to-point NAV returns as on 15 Oct 2026; over 1 year, yearly compounded (CAGR). Category: Direct Growth plans in Children's Funds. Q1 = top quarter by return over that period.
Calendar-year returns
| Year | 2026 YTD | 2025 | 2024 |
|---|---|---|---|
| This fund | -2.53% | +6.53% | +21.29% |
January to December each year; the current year is to date.
Risk and consistency
| Risk measure | 3 years | 5 years |
|---|---|---|
| Volatility (standard deviation) ? | 14.68% | 14.68% |
| Sharpe ratio ? | — | — |
| Sortino ratio ? | — | — |
| Maximum drawdown | -17.40% | -17.40% |
Every 3- and 5-year period since launch, checked weekly. It shows how consistent returns were, whenever someone invested.
SIP returns: ₹10,000 every month
| SIP for | Invested | Value today | Gain | XIRR |
|---|---|---|---|---|
| 1Y | ₹1,20,000 | ₹1,19,016 | ₹-984 | -1.51% |
A ₹10,000 instalment on the same date every month, valued at the latest NAV. XIRR is the yearly return on those dated instalments. Try the SIP calculator.
Compare with all Children's Funds (13)
Sorted by 3-year return; tap a heading to sort. Sorting by past returns is a way to explore data, not a ranking of which fund to choose. 3Y and 5Y are yearly (CAGR).
Scheme details
- Investment objective
- The investment objective of the Scheme is to generate long term capital appreciation by investing in a mix of securities comprising of equity, equity related securities and debt instruments as per the asset allocation pattern of the Scheme with a view to provide investment solution to investors. However, there is no assurance that the Investment Objective of the Scheme will be achieved.
- Fund managers
- Parijat Agrawal, Vinod Malviya, Gaurav Chopra
- Fund house
- Union Mutual Fund
- Category
- Children's Funds · Solution oriented
- Plan / option
- Direct · Growth
- AMFI scheme code
- 152219
- ISIN
- INF582M01JK3
- Scheme documents
- SID, KIM and factsheets (fund house website) · exit load and full portfolio are in these documents.
About Children's Funds
Children's Funds are meant for a child's goals, with a lock-in of 5 years or until the child turns 18, whichever is earlier.
Generally used by saving for a child's education or other goals.
Other plans of this scheme
Questions about this scheme
What is the NAV of Union Children's Fund today?
What returns has Union Children's Fund given?
What is the expense ratio of Union Children's Fund?
How risky is this fund?
What is the difference between Direct and Regular plans?
What are Children's Funds?
Have a question about this topic?
Tell us a little about your situation and an expert will call you back, usually within 2 hours on business days.
Book your free wealth consultation
- 100% free
- No obligation
- Reply within 2 hours
Request received!
Thank you for trusting Plenitude Connect. An expert will contact you shortly. Please check your inbox for details.